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 INC2 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $72,292 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $53,720 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,103 | $87,870+41.2% | $113,168+9.7% | $74,304+67.0% |
| Participation rate | 90.0% | 70.7%+19.3pp | 76.6%+13.5pp | 60.3%+29.7pp |
| Annual return | 8.73% | 26.44%-17.7pp | 24.27%-15.5pp | 29.43%-20.7pp |
| Employer contribution / active EE | $1,860 | $2,277-18.3% | $2,975-37.5% | $2,241-17.0% |
| Participant deferral / active EE | $5,583 | $4,241+31.7% | $5,107+9.3% | $3,767+48.2% |
| Admin fee / account holder | $516 | $3,368-84.7% | $12,068-95.7% | $2,969-82.6% |