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) | $26,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $15,539 |
MARCUM LLP2 years Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $9,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $98,268 | $85,766+14.6% | $136,294-27.9% | $70,131+40.1% |
| Participation rate | 48.4% | 74.2%-25.7pp | 81.9%-33.5pp | 69.5%-21.1pp |
| Annual return | 14.76% | 31.45%-16.7pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $450 | $2,966-84.8% | $4,695-90.4% | $2,342-80.8% |
| Participant deferral / active EE | $5,501 | $5,051+8.9% | $6,247-11.9% | $3,332+65.1% |
| Admin fee / account holder | $600 | $5,420-88.9% | $9,243-93.5% | $4,645-87.1% |