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.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $68,673 |
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 61 922 WALNUT STREET · KANSAS CITY, MO 64106 | Soft dollars commissions; Distributio... | $60,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,867 | $33,232+38.0% | $71,796-36.1% | $63,975-28.3% |
| Participation rate | 51.7% | 60.1%-8.4pp | 69.1%-17.4pp | 71.1%-19.4pp |
| Annual return | 7.17% | 11.99%-4.8pp | 78.04%-70.9pp | 48.65%-41.5pp |
| Employer contribution / active EE | $605 | $723-16.3% | $1,924-68.6% | $2,182-72.3% |
| Participant deferral / active EE | $2,188 | $1,604+36.4% | $2,794-21.7% | $3,356-34.8% |
| Admin fee / account holder | $220 | $63+245.9% | $4,815-95.4% | $70+211.9% |