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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $46,041 |
SOL SCHWARTZ & ASSOC, P.C.2 years Service code 10 · EIN 74-2392222 | Accounting | $8,000 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,603 | $52,953-55.4% | $172,739-86.3% | $65,185-63.8% |
| Participation rate | 24.4% | 66.2%-41.8pp | 82.6%-58.3pp | 70.2%-45.8pp |
| Annual return | 20.42% | 30.12%-9.7pp | 802.84%-782.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $780 | $2,471-68.4% | $5,198-85.0% | $3,514-77.8% |
| Admin fee / account holder | $540 | $472+14.5% | $13,954-96.1% | $847-36.2% |