See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $58,057 |
NEWPORT GROUP, INC.6+ years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $33,111 |
NEWPRT TRUST COMPANY1 year Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (dir... | $10,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,945 | $60,488+128.1% | $109,895+25.5% | $79,386+73.8% |
| Participation rate | 87.0% | 67.0%+20.0pp | 74.2%+12.8pp | 70.7%+16.3pp |
| Annual return | 10.68% | 189.57%-178.9pp | 29.45%-18.8pp | 116.85%-106.2pp |
| Employer contribution / active EE | $2,292 | $1,649+39.0% | $2,842-19.4% | $2,427-5.6% |
| Participant deferral / active EE | $3,182 | $3,220-1.2% | $4,048-21.4% | $4,046-21.3% |
| Admin fee / account holder | $407 | $605-32.7% | $6,066-93.3% | $626-35.1% |