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.10+ years Filed as: NEWPORT CAPITAL ADVISERS Service code 27 500 VICTORY RD #4 · QUINCY, MA 02171 | Advisory (Plan) | $122,703 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $109,056 |
EISNERAMPER LLP6 years Service code 10 · EIN 87-1363769 | Accounting | $23,373 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,505 | $106,110+100.3% | $147,005+44.6% | $77,671+173.6% |
| Participation rate | 88.9% | 78.4%+10.5pp | 82.2%+6.7pp | 70.6%+18.3pp |
| Annual return | 17.77% | 56.77%-39.0pp | 418.76%-401.0pp | 31.21%-13.4pp |
| Employer contribution / active EE | $6,154 | $4,065+51.4% | $4,934+24.7% | $2,726+125.7% |
| Participant deferral / active EE | $17,424 | $7,992+118.0% | $8,070+115.9% | $4,648+274.9% |
| Admin fee / account holder | $338 | $338+0.2% | $13,006-97.4% | $430-21.4% |