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 Service code 13 · EIN 27-2037969 | Contract Administrator | $21,776 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $12,500 |
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 | $230,765 | $73,933+212.1% | $96,683+138.7% | $75,163+207.0% |
| Participation rate | 95.0% | 66.4%+28.6pp | 74.3%+20.7pp | 67.2%+27.8pp |
| Annual return | 17.54% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $5,548 | $2,928+89.5% | $3,737+48.5% | $2,670+107.8% |
| Participant deferral / active EE | $7,634 | $3,659+108.7% | $4,878+56.5% | $4,125+85.1% |
| Admin fee / account holder | $323 | $5,216-93.8% | $6,730-95.2% | $5,651-94.3% |