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.2+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $44,966 |
GATEWAY ADVISORY, LLC1 year Service code 27 900 SOUTH AVENUE WEST · WESTFIELD, NJ 07090 | Advisory (Plan) | $27,103 |
RELIANCE TRUST COMPANY2+ years Service code 12 · EIN 58-1428634 | Custodial (securities); Account maint... | $7,753 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,161 | $74,552-68.9% | $62,995-63.2% | $69,631-66.7% |
| Participation rate | 89.1% | 78.3%+10.8pp | 74.8%+14.3pp | 70.7%+18.4pp |
| Annual return | 17.53% | 15.77%+1.8pp | 87.57%-70.0pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,269 | $2,929-22.5% | $2,759-17.8% | $2,032+11.6% |
| Participant deferral / active EE | $5,381 | $2,974+80.9% | $3,329+61.6% | $3,224+66.9% |
| Admin fee / account holder | $93 | $59+56.6% | $3,600-97.4% | $110-15.8% |