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 12 · EIN 27-2037969 | Recordkeeping and information managem... | $51,096 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $50,088 |
RELIANCE TRUST COMPANY4+ years Service code 12 · EIN 58-1428634 | Account maintenance fees; Trustee (di... | $8,532 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,945 | $62,267+5.9% | $110,238-40.2% | $55,725+18.3% |
| Participation rate | 84.1% | 78.1%+6.0pp | 79.8%+4.3pp | 70.9%+13.2pp |
| Annual return | -2.10% | -1.07%-1.0pp | 314.74%-316.8pp | 244.93%-247.0pp |
| Employer contribution / active EE | $455 | $1,941-76.6% | $3,826-88.1% | $2,078-78.1% |
| Participant deferral / active EE | $3,365 | $3,516-4.3% | $4,672-28.0% | $3,356+0.3% |
| Admin fee / account holder | $325 | $121+169.1% | $8,547-96.2% | $115+182.5% |