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. ROTHSCHILD6+ years Service code 10 · EIN 39-1908691 | Accounting | $51,565 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $38,236 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $11,543 |
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 | $123,510 | $136,307-9.4% | $177,821-30.5% | $73,488+68.1% |
| Participation rate | 82.4% | 86.1%-3.7pp | 87.7%-5.3pp | 70.7%+11.7pp |
| Annual return | 18.15% | 18.68%-0.5pp | 48.32%-30.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,875 | $3,712-22.5% | $5,918-51.4% | $2,270+26.6% |
| Participant deferral / active EE | $6,019 | $5,829+3.3% | $7,714-22.0% | $3,740+61.0% |
| Admin fee / account holder | $407 | $596-31.7% | $12,427-96.7% | $513-20.7% |