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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $84,495 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 15 · EIN 62-1868111 | Recordkeeping | $75,821 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $16,375 |
WIPFLI LLP1+ years Filed as: SMITH & GESTELAND Service code 10 · EIN 39-0857178 | Accounting | $12,152 |
WILMINGTON TRUST1+ years Service code 12 · EIN 51-0099033 | Claims processing; Trustee (bank, tru... | $6,038 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 | Recordkeeping | $1,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,486 | $70,002+275.0% | $115,037+128.2% | $52,331+401.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 3.04% | 4.04%-1.0pp | 26.14%-23.1pp | 4.54%-1.5pp |
| Employer contribution / active EE | $16,815 | $2,715+519.4% | $4,608+264.9% | $1,882+793.6% |
| Participant deferral / active EE | $9,605 | $4,920+95.2% | $6,026+59.4% | $3,022+217.8% |
| Admin fee / account holder | $664 | $566+17.3% | $8,175-91.9% | $592+12.2% |