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 9-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 13 · EIN 42-0127290 | Contract Administrator | $56,738 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $20,427 |
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 | $82,949 | $102,317-18.9% | $146,958-43.6% | $80,856+2.6% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.2%+9.1pp | 67.6%+23.6pp |
| Annual return | 15.61% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $25,353 | $6,644+281.6% | $8,070+214.2% | $4,296+490.2% |
| Admin fee / account holder | $465 | $7,941-94.1% | $12,998-96.4% | $6,918-93.3% |