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 PARTNERS4 years Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $34,375 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,078 |
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 | $93,915 | $73,360+28.0% | $177,989-47.2% | $74,495+26.1% |
| Participation rate | 99.0% | 66.6%+32.4pp | 77.1%+22.0pp | 67.2%+31.8pp |
| Annual return | 12.54% | 17.49%-4.9pp | 294.48%-281.9pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,305 | $2,216-41.1% | $3,949-67.0% | $2,623-50.3% |
| Participant deferral / active EE | $9,925 | $4,513+119.9% | $6,276+58.1% | $4,346+128.4% |
| Admin fee / account holder | $384 | $1,808-78.8% | $10,363-96.3% | $1,942-80.2% |