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 year Service code 15 · EIN 27-2037969 | Recordkeeping | $47,898 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY ADVISORS, INC. Service code 28 · EIN 43-1891647 | Investment Management | $25,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST CO. Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $12,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $127,254 | $57,384+121.8% | $106,387+19.6% | $56,287+126.1% |
| Participation rate | 82.5% | 71.3%+11.2pp | 77.5%+5.1pp | 69.9%+12.7pp |
| Annual return | -5.34% | 5.91%-11.3pp | 0.25%-5.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $7,330 | $2,348+212.2% | $3,520+108.3% | $2,111+247.2% |
| Participant deferral / active EE | $5,044 | $3,799+32.8% | $5,421-7.0% | $3,350+50.6% |
| Admin fee / account holder | $437 | $566-22.9% | $7,510-94.2% | $521-16.2% |