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 |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD4+ years Service code 10 · EIN 39-1908691 | Accounting | $45,434 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $37,836 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $10,033 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,343 | $79,523+8.6% | $140,016-38.3% | $56,287+53.4% |
| Participation rate | 83.9% | 85.7%-1.8pp | 87.5%-3.6pp | 69.9%+14.0pp |
| Annual return | -3.20% | 2.39%-5.6pp | 651.12%-654.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,667 | $3,350-20.4% | $5,606-52.4% | $2,111+26.4% |
| Participant deferral / active EE | $5,678 | $5,129+10.7% | $6,927-18.0% | $3,350+69.5% |
| Admin fee / account holder | $385 | $614-37.4% | $10,705-96.4% | $521-26.2% |