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 |
|---|---|---|
CERITY PARTNERS3 years Service code 26 · EIN 35-2467663 | Advisory (Participants) | $27,226 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,756 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,972 | $65,390+14.7% | $169,368-55.7% | $71,457+4.9% |
| Participation rate | 95.0% | 67.0%+28.0pp | 77.1%+17.9pp | 67.9%+27.1pp |
| Annual return | 15.62% | 21.31%-5.7pp | 405.60%-390.0pp | 28.85%-13.2pp |
| Employer contribution / active EE | $821 | $2,079-60.5% | $4,013-79.6% | $2,588-68.3% |
| Participant deferral / active EE | $8,567 | $4,367+96.2% | $6,221+37.7% | $4,289+99.7% |
| Admin fee / account holder | $311 | $1,324-76.5% | $9,003-96.5% | $1,587-80.4% |