Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
COVINGTON & BURLING LLP1 year Filed as: COVINGTON INVESTMENT ADVISORS Service code 27 301 E MAIN ST · LIGONIER, PA 15658 | Advisory (Plan) | $21,759 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,284 | $101,499+8.7% | $147,005-25.0% | $74,546+47.9% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 16.00% | 8732.34%-8716.3pp | 418.76%-402.8pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $5,993 | $3,811+57.3% | $4,934+21.5% | $2,624+128.4% |
| Participant deferral / active EE | $6,951 | $7,304-4.8% | $8,070-13.9% | $4,347+59.9% |
| Admin fee / account holder | $367 | $1,748-79.0% | $13,006-97.2% | $1,944-81.1% |