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.7 years Service code 13 · EIN 75-3169253 | Contract Administrator | $22,695 |
Filed as: MERRILL LYNCH Service code 26 30 ESAT 7TH STREET · ST. PAUL, MN 55101 | Advisory (Participants) | $9,434 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,273 | $107,846-65.4% | $119,609-68.8% | - |
| Participation rate | 90.9% | 78.0%+12.9pp | 79.3%+11.6pp | - |
| Annual return | -15.69% | -15.20%-0.5pp | -14.97%-0.7pp | - |
| Employer contribution / active EE | $1,215 | $2,838-57.2% | $4,232-71.3% | - |
| Participant deferral / active EE | $2,616 | $4,531-42.3% | $5,602-53.3% | - |
| Admin fee / account holder | $304 | $73,538-99.6% | $10,323-97.1% | - |