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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $34,200 |
DODGE & COX10+ years Service code 52 | Indirect Investment Fees | $0 |
FEDERATED6 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 BERMAN10+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.6 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 | $100,202 | $81,248+23.3% | $155,509-35.6% | $80,856+23.9% |
| Participation rate | 74.6% | 66.2%+8.4pp | 78.2%-3.5pp | 67.6%+7.0pp |
| Annual return | 13.27% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,124 | $3,100-31.5% | $4,672-54.5% | $2,755-22.9% |
| Participant deferral / active EE | $4,232 | $3,452+22.6% | $5,626-24.8% | $4,296-1.5% |
| Admin fee / account holder | $338 | $7,997-95.8% | $15,912-97.9% | $6,918-95.1% |