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 10-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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,387 |
SMITH & HOWARD, PC5+ years Filed as: SMITH FINANCIAL INVESTMENT ADVISORS Service code 27 1830 S. PLATE STREET · KOKOMO, IN 46902 | Advisory (Plan) | $32,519 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,403 | $86,332-53.2% | $125,175-67.7% | $65,185-38.0% |
| Participation rate | 89.5% | 75.3%+14.2pp | 79.8%+9.7pp | 70.2%+19.3pp |
| Annual return | 18.70% | 27.43%-8.7pp | 43.79%-25.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,813 | $2,040-11.1% | $3,865-53.1% | $2,177-16.7% |
| Participant deferral / active EE | $2,132 | $3,537-39.7% | $4,937-56.8% | $3,514-39.3% |
| Admin fee / account holder | $466 | $609-23.5% | $9,702-95.2% | $847-45.0% |