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 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $57,783 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 15 411 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Recordkeeping | $40,768 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $10,450 |
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 | $147,329 | $80,753+82.4% | $136,294+8.1% | $62,292+136.5% |
| Participation rate | 87.2% | 73.5%+13.6pp | 81.9%+5.3pp | 69.5%+17.7pp |
| Annual return | 18.05% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,338 | $2,884-53.6% | $4,695-71.5% | $2,042-34.5% |
| Participant deferral / active EE | $7,319 | $5,164+41.7% | $6,247+17.2% | $3,169+130.9% |
| Admin fee / account holder | $322 | $525-38.7% | $9,243-96.5% | $479-32.8% |