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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $170,799 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,893 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 · EIN 20-4649925 | Advisory (Plan) | $33,149 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,029 | $112,623-28.9% | $106,201-24.6% | $199,768-59.9% |
| Participation rate | 78.1% | 86.2%-8.1pp | 75.3%+2.8pp | 72.0%+6.1pp |
| Annual return | 15.26% | 15.57%-0.3pp | 116.26%-101.0pp | 34.26%-19.0pp |
| Employer contribution / active EE | $2,996 | $4,575-34.5% | $3,170-5.5% | $3,037-1.3% |
| Participant deferral / active EE | $7,215 | $6,659+8.3% | $5,012+44.0% | $5,090+41.8% |
| Admin fee / account holder | $177 | $107+65.6% | $11,039-98.4% | $269-34.1% |