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.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $40,309 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS LLC Service code 27 · EIN 72-1315171 | Advisory (Plan) | $21,196 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,206 | $106,028-73.4% | $146,958-80.8% | $77,643-63.7% |
| Participation rate | 89.3% | 78.4%+10.9pp | 82.2%+7.1pp | 70.6%+18.7pp |
| Annual return | 323.22% | 56.73%+266.5pp | 418.34%-95.1pp | 31.24%+292.0pp |
| Employer contribution / active EE | $1,665 | $4,063-59.0% | $4,933-66.2% | $2,726-38.9% |
| Participant deferral / active EE | $3,224 | $7,990-59.7% | $8,070-60.1% | $4,647-30.6% |
| Admin fee / account holder | $117 | $337-65.2% | $12,998-99.1% | $430-72.7% |