See peer percentile detail. $4.99 for your first month.
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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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,823 |
Filed as: PHILLIPS & COMPANY Service code 51 521 SW 11TH AVENUE · PORTLAND, OR 97205 | Investment Mgmt Fees | $6,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,009 | $61,052-60.7% | $142,863-83.2% | $79,386-69.8% |
| Participation rate | 69.6% | 60.1%+9.5pp | 71.9%-2.3pp | 70.7%-1.1pp |
| Annual return | 12.80% | 16.02%-3.2pp | 5637.54%-5624.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $513 | $1,481-65.3% | $4,144-87.6% | $2,427-78.8% |
| Participant deferral / active EE | $800 | $2,879-72.2% | $3,837-79.1% | $4,046-80.2% |
| Admin fee / account holder | $285 | $659-56.8% | $6,560-95.7% | $626-54.5% |