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 | $42,403 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,581 |
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 | $106,577 | $81,460+30.8% | $103,333+3.1% | $80,856+31.8% |
| Participation rate | 98.8% | 66.8%+31.9pp | 74.5%+24.3pp | 67.6%+31.2pp |
| Annual return | 17.38% | 25.55%-8.2pp | 24.88%-7.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,210 | $3,105+35.6% | $3,868+8.8% | $2,755+52.8% |
| Participant deferral / active EE | $9,011 | $3,869+132.9% | $5,057+78.2% | $4,296+109.8% |
| Admin fee / account holder | $499 | $6,566-92.4% | $8,355-94.0% | $6,918-92.8% |