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 27-2037969 | Contract Administrator | $30,601 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $10,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,324 | $78,672+238.5% | $109,143+144.0% | $85,850+210.2% |
| Participation rate | 96.3% | 68.3%+28.1pp | 75.9%+20.5pp | 69.3%+27.0pp |
| Annual return | 17.49% | 25.09%-7.6pp | 25.75%-8.3pp | 318.53%-301.0pp |
| Employer contribution / active EE | $4,323 | $2,735+58.1% | $3,722+16.1% | $2,565+68.5% |
| Participant deferral / active EE | $6,061 | $3,467+74.8% | $4,653+30.3% | $3,952+53.4% |
| Admin fee / account holder | $377 | $5,469-93.1% | $6,752-94.4% | $6,260-94.0% |