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 9-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 |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN FINANCIAL Service code 15 4086 LEGACY PARKWAY · LANSING, MI 48911 | Recordkeeping | $54,054 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $21,802 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,629 | $71,192+48.4% | $117,854-10.4% | $62,292+69.6% |
| Participation rate | 76.3% | 74.2%+2.1pp | 79.7%-3.4pp | 69.5%+6.8pp |
| Annual return | 19.96% | 18.66%+1.3pp | 335.08%-315.1pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,435 | $1,934+25.9% | $3,786-35.7% | $2,042+19.2% |
| Participant deferral / active EE | $2,593 | $3,189-18.7% | $4,482-42.2% | $3,169-18.2% |
| Admin fee / account holder | $334 | $587-43.1% | $8,020-95.8% | $479-30.3% |