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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,674 |
Filed as: MERRILL LYNCH Service code 26 221 MCKINNEY ST · HOUSTON, TX 77010 | Advisory (Participants) | $15,812 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,003 | $60,776+3.7% | $85,682-26.5% | $79,386-20.6% |
| Participation rate | 70.3% | 62.1%+8.2pp | 69.9%+0.4pp | 70.7%-0.4pp |
| Annual return | 13.81% | 16.57%-2.8pp | 21.49%-7.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $126 | $1,663-92.4% | $2,618-95.2% | $2,427-94.8% |
| Participant deferral / active EE | $3,554 | $2,919+21.8% | $3,923-9.4% | $4,046-12.1% |
| Admin fee / account holder | $367 | $438-16.4% | $6,873-94.7% | $626-41.5% |