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.3+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $49,631 |
GATEWAY ADVISORY, LLC2 years Service code 27 900 SOUTH AVENUE WEST · WESTFIELD, NJ 07090 | Advisory (Plan) | $27,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,193 | $70,083+30.1% | $59,878+52.3% | $55,725+63.6% |
| Participation rate | 0.0% | 78.4%-78.4pp | 74.7%-74.7pp | 70.9%-70.9pp |
| Annual return | 11.39% | 3.13%+8.3pp | 3.46%+7.9pp | 244.93%-233.5pp |
| Employer contribution / active EE | $2,042 | $2,878-29.1% | $2,722-25.0% | $2,078-1.8% |
| Participant deferral / active EE | $4,844 | $3,079+57.4% | $3,402+42.4% | $3,356+44.4% |
| Admin fee / account holder | $329 | $70+368.6% | $3,590-90.8% | $115+186.0% |