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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $70,136 |
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $51,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,766 | $79,171+37.4% | $102,423+6.2% | $74,495+46.0% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 11.19% | 54.93%-43.7pp | 29.32%-18.1pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,792 | $2,362-24.1% | $3,023-40.7% | $2,623-31.7% |
| Participant deferral / active EE | $5,500 | $4,415+24.6% | $5,053+8.8% | $4,346+26.6% |
| Admin fee / account holder | $443 | $2,001-77.8% | $9,451-95.3% | $1,942-77.2% |