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.7+ years Filed as: THE NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $59,357 |
BRESCIAS PRINTING SERVICE4 years Service code 13 · EIN 06-1188287 | Contract Administrator | $55,869 |
REID & RIEGE, P.C.7+ years Service code 29 · EIN 06-0867204 | Legal | $14,346 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 15 · EIN 43-1451524 | Recordkeeping | $14,146 |
FRESHTECH1 year Service code 49 66 CONNECTICUT BLVD. · EAST HARTFORD, CT 06108 | Other Services | $9,416 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $9,181 |
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 | $38,705 | $78,275-50.6% | $109,143-64.5% | $86,799-55.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 13.25% | 19.14%-5.9pp | 25.75%-12.5pp | 97.91%-84.7pp |
| Employer contribution / active EE | $2,122 | $3,105-31.6% | $3,722-43.0% | $2,405-11.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $528 | $198+166.0% | $6,752-92.2% | $170+211.3% |