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.2 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $26,658 |
BCC ADVISORS3+ years Filed as: BCC Service code 34 · EIN 42-1322961 | Valuation (appraisals, etc.) | $14,823 |
SEI INVESTMENTS1 year Filed as: SEI FUNDS Service code 28 · EIN 23-1707341 | Investment Management | $6,545 |
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 | $96,781 | $100,041-3.3% | $149,718-35.4% | $70,131+38.0% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.1%+11.7pp | 69.5%+29.3pp |
| Annual return | 16.20% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,205 | $3,662-12.5% | $5,445-41.1% | $2,342+36.8% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $326 | $8,286-96.1% | $11,283-97.1% | $4,645-93.0% |