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 |
|---|---|---|
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $21,292 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $12,821 |
MARCUM LLP1 year Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $9,064 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,311 | $76,552+6.2% | $123,892-34.4% | $62,891+29.3% |
| Participation rate | 49.3% | 73.0%-23.7pp | 81.4%-32.2pp | 69.3%-20.1pp |
| Annual return | 9.08% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,706 | $2,883-40.8% | $4,617-63.0% | $2,281-25.2% |
| Participant deferral / active EE | $6,357 | $4,840+31.3% | $5,984+6.2% | $3,203+98.5% |
| Admin fee / account holder | $491 | $4,826-89.8% | $8,357-94.1% | $4,296-88.6% |