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 Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $43,378 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Account maintenance fees; Custodial (... | $9,782 |
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 | $187,522 | $82,664+126.8% | $125,339+49.6% | $68,494+173.8% |
| Participation rate | 88.4% | 75.0%+13.3pp | 82.4%+6.0pp | 67.9%+20.5pp |
| Annual return | -6.38% | -5.97%-0.4pp | 572.05%-578.4pp | -7.84%+1.5pp |
| Employer contribution / active EE | $1,673 | $3,381-50.5% | $4,814-65.2% | $2,596-35.5% |
| Participant deferral / active EE | $9,140 | $6,110+49.6% | $7,446+22.7% | $4,027+127.0% |
| Admin fee / account holder | $406 | $6,275-93.5% | $10,010-95.9% | $5,403-92.5% |