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 |
|---|---|---|
JANNY MONTGOMERY SCOTT, LLC5 years Service code 10 · EIN 23-0731260 | Accounting | $24,193 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $14,416 |
MARCUM LLP7+ years Service code 10 · EIN 11-1986323 | Accounting | $12,750 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $12,317 |
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).
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 | $203,538 | $110,094+84.9% | $151,611+34.2% | $68,494+197.2% |
| Participation rate | 78.2% | 84.0%-5.8pp | 87.5%-9.3pp | 67.9%+10.3pp |
| Annual return | 4.18% | -10.12%+14.3pp | 3.33%+0.8pp | -7.84%+12.0pp |
| Employer contribution / active EE | $2,543 | $4,471-43.1% | $6,166-58.7% | $2,596-2.0% |
| Participant deferral / active EE | $5,846 | $6,527-10.4% | $8,363-30.1% | $4,027+45.2% |
| Admin fee / account holder | $579 | $7,719-92.5% | $11,616-95.0% | $5,403-89.3% |