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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $19,402 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $7,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,685,405 | $63,156+16818.9% | $122,332+8634.8% | $62,292+17053.6% |
| Participation rate | 0.0% | 60.0%-60.0pp | 71.6%-71.6pp | 69.5%-69.5pp |
| Annual return | 20.54% | 20.61%-0.1pp | 30.27%-9.7pp | 28.90%-8.4pp |
| Employer contribution / active EE | $10,137 | $1,385+632.1% | $4,050+150.3% | $2,042+396.4% |
| Participant deferral / active EE | $6,566 | $2,321+182.9% | $3,287+99.8% | $3,169+107.2% |
| Admin fee / account holder | $590 | $440+34.0% | $5,478-89.2% | $479+23.0% |