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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,174 |
Filed as: NEWFRONT RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $6,250 |
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 | $121,186 | $102,382+18.4% | $147,005-17.6% | $80,874+49.8% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 26.83% | 134.89%-108.1pp | 418.76%-391.9pp | 35.62%-8.8pp |
| Employer contribution / active EE | $15,961 | $3,715+329.6% | $4,934+223.5% | $2,756+479.2% |
| Participant deferral / active EE | $27,594 | $6,646+315.2% | $8,070+241.9% | $4,297+542.2% |
| Admin fee / account holder | $312 | $7,942-96.1% | $13,006-97.6% | $6,935-95.5% |