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 | $106,028+100.4% | $146,958+44.6% | $77,643+173.7% |
| Participation rate | 88.9% | 78.4%+10.5pp | 82.2%+6.7pp | 70.6%+18.3pp |
| Annual return | 17.77% | 56.73%-39.0pp | 418.34%-400.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $6,154 | $4,063+51.5% | $4,933+24.8% | $2,726+125.8% |
| Participant deferral / active EE | $17,424 | $7,990+118.1% | $8,070+115.9% | $4,647+274.9% |
| Admin fee / account holder | $338 | $337+0.3% | $12,998-97.4% | $430-21.4% |