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 |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $44,415 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,212 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,427 | $66,098+92.8% | $101,794+25.2% | $74,304+71.5% |
| Participation rate | 99.0% | 53.8%+45.3pp | 69.2%+29.9pp | 60.3%+38.7pp |
| Annual return | 13.57% | 19.59%-6.0pp | 30.53%-17.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,646 | $1,082+144.7% | $2,289+15.6% | $2,241+18.1% |
| Participant deferral / active EE | $6,251 | $2,781+124.8% | $4,084+53.1% | $3,767+65.9% |
| Admin fee / account holder | $386 | $4,146-90.7% | $8,777-95.6% | $2,969-87.0% |