See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Named fiduciary; Account maintenance ... | $79,134 |
FIDUCIENT ADVISORS LLC1+ years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $33,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,252 | $122,186-23.7% | $146,958-36.5% | $199,593-53.3% |
| Participation rate | 65.0% | 78.3%-13.3pp | 82.2%-17.2pp | 72.0%-7.0pp |
| Annual return | 0.00% | 30.56%-30.6pp | 418.34%-418.3pp | 34.25%-34.3pp |
| Employer contribution / active EE | $1,309 | $4,093-68.0% | $4,933-73.5% | $3,034-56.9% |
| Participant deferral / active EE | $2,716 | $8,502-68.1% | $8,070-66.3% | $5,087-46.6% |
| Admin fee / account holder | $60 | $179-66.3% | $12,998-99.5% | $269-77.6% |