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.7 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $131,262 |
MERRIL LYNCH7 years Filed as: MERRIL LYNCH CONSULTING SERVICES Service code 27 510 EAST 96TH STREET · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $75,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,024 | $82,202+265.0% | $125,339+139.4% | $64,808+362.9% |
| Participation rate | 94.6% | 77.9%+16.7pp | 82.4%+12.2pp | 71.5%+23.1pp |
| Annual return | -15.29% | 3.48%-18.8pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $12,154 | $3,615+236.2% | $4,814+152.5% | $2,506+385.0% |
| Participant deferral / active EE | $10,440 | $7,175+45.5% | $7,446+40.2% | $4,310+142.2% |
| Admin fee / account holder | $524 | $163+220.7% | $10,010-94.8% | $188+178.8% |