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.8 years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $82,758 |
MERRIL LYNCH8 years Filed as: MERRIL LYNCH CONSULTING SERVICES Service code 26 510 EAST 96TH STREET · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $45,322 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $326,409 | $95,274+242.6% | $135,903+140.2% | $74,419+338.6% |
| Participation rate | 95.2% | 78.2%+17.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 15.46% | 32.77%-17.3pp | 68.23%-52.8pp | 34.38%-18.9pp |
| Employer contribution / active EE | $12,476 | $3,874+222.0% | $4,856+156.9% | $2,637+373.1% |
| Participant deferral / active EE | $11,013 | $7,782+41.5% | $7,758+42.0% | $4,528+143.2% |
| Admin fee / account holder | $409 | $266+53.8% | $10,762-96.2% | $348+17.6% |