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 9-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.1+ years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $42,045 |
RELIANCE TRUST COMPANY1+ years Service code 12 · EIN 58-1428634 | Claims processing; Custodial (securit... | $5,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,642 | $68,408-56.7% | $57,179-48.2% | $57,658-48.6% |
| Participation rate | 44.6% | 79.1%-34.6pp | 75.3%-30.8pp | 70.2%-25.6pp |
| Annual return | 3.04% | 8.51%-5.5pp | 14.59%-11.5pp | 5.13%-2.1pp |
| Employer contribution / active EE | $1,423 | $2,869-50.4% | $2,682-46.9% | $1,974-27.9% |
| Participant deferral / active EE | $3,162 | $2,903+8.9% | $3,096+2.1% | $3,061+3.3% |
| Admin fee / account holder | $110 | $70+58.6% | $3,139-96.5% | $95+16.9% |