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 | $70,200 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 26 734 CLINTON STREET · WAUKESHA, WI 53186 | Advisory (Participants) | $61,127 |
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 | $124,810 | $88,515+41.0% | $162,163-23.0% | $67,579+84.7% |
| Participation rate | 98.6% | 86.8%+11.8pp | 87.6%+11.0pp | 71.3%+27.3pp |
| Annual return | 40.15% | 27.04%+13.1pp | 115.59%-75.4pp | 378.56%-338.4pp |
| Employer contribution / active EE | $3,636 | $3,563+2.1% | $5,614-35.2% | $2,148+69.3% |
| Participant deferral / active EE | $5,170 | $5,724-9.7% | $7,298-29.2% | $3,539+46.1% |
| Admin fee / account holder | $320 | $124+159.1% | $10,843-97.0% | $142+125.2% |