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 9-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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $21,272 |
Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $19,313 |
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 | $59,741 | $79,171-24.5% | $102,423-41.7% | $74,495-19.8% |
| Participation rate | 77.2% | 74.8%+2.4pp | 76.5%+0.8pp | 67.2%+10.0pp |
| Annual return | 24.30% | 54.93%-30.6pp | 29.32%-5.0pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $3,220 | $2,362+36.3% | $3,023+6.5% | $2,623+22.8% |
| Participant deferral / active EE | $7,117 | $4,415+61.2% | $5,053+40.9% | $4,346+63.8% |
| Admin fee / account holder | $303 | $2,001-84.9% | $9,451-96.8% | $1,942-84.4% |