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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,023 |
DODGE & COX9+ years Service code 52 | Indirect Investment Fees | $0 |
FEDERATED5 years Filed as: FEDERATED INVESTORS INC Service code 52 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN9+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP INC Service code 52 | Indirect Investment Fees | $0 |
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 | $84,526 | $77,899+8.5% | $149,673-43.5% | $75,163+12.5% |
| Participation rate | 73.7% | 65.6%+8.1pp | 78.8%-5.1pp | 67.2%+6.5pp |
| Annual return | 20.03% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,074 | $3,137-33.9% | $4,818-57.0% | $2,670-22.3% |
| Participant deferral / active EE | $3,907 | $3,411+14.5% | $5,680-31.2% | $4,125-5.3% |
| Admin fee / account holder | $303 | $5,956-94.9% | $13,210-97.7% | $5,651-94.6% |