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 |
|---|---|---|
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $43,701 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 42-1451295 DEPT CH 17048 · PALATINE, IL 60055 | Recordkeeping | $35,134 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,472 | $86,929+145.6% | $102,423+108.4% | $80,856+164.0% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 12.46% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,339 | $2,369+40.9% | $3,023+10.5% | $2,755+21.2% |
| Participant deferral / active EE | $3,549 | $4,118-13.8% | $5,053-29.8% | $4,296-17.4% |
| Admin fee / account holder | $508 | $8,049-93.7% | $9,451-94.6% | $6,918-92.7% |