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 PARTNERS5 years Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $39,410 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $30,641 |
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 | $125,952 | $81,625+54.3% | $167,512-24.8% | $74,304+69.5% |
| Participation rate | 97.2% | 60.0%+37.2pp | 77.1%+20.2pp | 60.3%+36.9pp |
| Annual return | 13.89% | 26.09%-12.2pp | 1615.79%-1601.9pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,197 | $2,010-40.5% | $3,882-69.2% | $2,241-46.6% |
| Participant deferral / active EE | $9,134 | $4,115+122.0% | $6,405+42.6% | $3,767+142.5% |
| Admin fee / account holder | $511 | $3,474-85.3% | $9,769-94.8% | $2,969-82.8% |