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) | $29,470 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $16,755 |
MARCUM LLP3 years Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $8,755 |
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 | $95,457 | $77,813+22.7% | $123,544-22.7% | $64,186+48.7% |
| Participation rate | 31.8% | 74.7%-42.9pp | 82.3%-50.5pp | 69.6%-37.8pp |
| Annual return | -6.05% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $173 | $3,014-94.3% | $4,628-96.3% | $2,381-92.7% |
| Participant deferral / active EE | $4,646 | $5,240-11.3% | $6,426-27.7% | $3,470+33.9% |
| Admin fee / account holder | $670 | $5,519-87.9% | $9,284-92.8% | $4,888-86.3% |