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.9 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $13,125 |
BCC ADVISORS3 years Filed as: BCC ADVISERS Service code 34 · EIN 42-1322961 | Valuation (appraisals, etc.) | $10,450 |
Service code 13 · EIN 13-4238973 | Contract Administrator | $8,625 |
NYEMASTER GOOD P.C.1 year Filed as: NYEMASTER GOODE Service code 29 · EIN 42-1154516 | Legal | $5,416 |
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 | $179,475 | $138,385+29.7% | $184,200-2.6% | $80,874+121.9% |
| Participation rate | 97.5% | 83.9%+13.7pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 13.21% | 20.02%-6.8pp | 28.80%-15.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $3,627 | $4,849-25.2% | $6,424-43.5% | $2,756+31.6% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $406 | $10,483-96.1% | $13,907-97.1% | $6,935-94.2% |