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 8-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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 4137 BOARDMAN-CANFIELD ROAD · CANFIELD, OH 44406 | Investment Management | $35,527 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,212 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,322 | $73,933+26.2% | $96,683-3.5% | $75,163+24.2% |
| Participation rate | 98.7% | 66.4%+32.3pp | 74.3%+24.3pp | 67.2%+31.5pp |
| Annual return | 18.46% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $4,367 | $2,928+49.2% | $3,737+16.9% | $2,670+63.6% |
| Participant deferral / active EE | $7,357 | $3,659+101.1% | $4,878+50.8% | $4,125+78.3% |
| Admin fee / account holder | $467 | $5,216-91.1% | $6,730-93.1% | $5,651-91.7% |