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 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $74,233 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 28 1408 GREEN BAY ROAD · STURGEON BAY, WI 54235 | Investment Management | $65,940 |
SCHENCK SC4+ years Service code 10 · EIN 39-1173131 | Accounting | $9,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,766 | $73,404+99.9% | $87,100+68.5% | $67,579+117.2% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.9%+20.3pp | 71.3%+25.9pp |
| Annual return | 3.55% | 48.29%-44.7pp | 28.19%-24.6pp | 378.56%-375.0pp |
| Employer contribution / active EE | $5,636 | $2,014+179.9% | $2,521+123.5% | $2,148+162.4% |
| Participant deferral / active EE | $6,334 | $3,913+61.9% | $4,049+56.4% | $3,539+79.0% |
| Admin fee / account holder | $470 | $142+231.7% | $7,497-93.7% | $142+230.1% |