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.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $38,367 |
KWM LLP1 year Service code 10 · EIN 11-2674705 | Accounting | $20,504 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,599 | $64,954+11.8% | $115,752-37.3% | $62,292+16.5% |
| Participation rate | 43.3% | 73.0%-29.7pp | 77.8%-34.4pp | 69.5%-26.2pp |
| Annual return | 20.42% | 24.87%-4.4pp | 19.41%+1.0pp | 28.90%-8.5pp |
| Employer contribution / active EE | $903 | $2,344-61.5% | $3,492-74.2% | $2,042-55.8% |
| Participant deferral / active EE | $3,484 | $3,665-5.0% | $5,204-33.1% | $3,169+9.9% |
| Admin fee / account holder | $479 | $414+15.7% | $6,278-92.4% | $479-0.1% |