Filed December 4, 2025
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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,827 |
HUNTINGTON NATIONAL BANK3 years Service code 26 555 S OLD WOODWARD · BIRMINGHAM, MI 48009 | Advisory (Participants) | $15,566 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,719 | $55,415-71.6% | $155,509-89.9% | $74,495-78.9% |
| Participation rate | 95.7% | 61.9%+33.7pp | 78.2%+17.5pp | 67.2%+28.5pp |
| Annual return | 9.84% | 268.50%-258.7pp | 64.67%-54.8pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,369 | $2,267-39.6% | $4,672-70.7% | $2,623-47.8% |
| Participant deferral / active EE | $2,665 | $2,836-6.0% | $5,626-52.6% | $4,346-38.7% |
| Admin fee / account holder | $130 | $1,738-92.5% | $15,912-99.2% | $1,942-93.3% |