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.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $22,037 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $10,879 |
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 | $209,895 | $64,707+224.4% | $112,228+87.0% | $68,494+206.4% |
| Participation rate | 92.4% | 67.2%+25.3pp | 75.1%+17.3pp | 67.9%+24.5pp |
| Annual return | -14.81% | -11.40%-3.4pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,592 | $2,746+67.2% | $3,635+26.4% | $2,596+76.9% |
| Participant deferral / active EE | $6,414 | $3,565+79.9% | $4,728+35.7% | $4,027+59.3% |
| Admin fee / account holder | $329 | $5,232-93.7% | $6,410-94.9% | $5,403-93.9% |