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 | $28,839 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY ADVISORS, INC. Service code 28 · EIN 43-1891647 | Investment Management | $18,750 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST CO. Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $10,825 |
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 | $166,549 | $73,823+125.6% | $379,746-56.1% | $73,488+126.6% |
| Participation rate | 88.9% | 73.1%+15.8pp | 78.4%+10.5pp | 70.7%+18.2pp |
| Annual return | 13.16% | 29.06%-15.9pp | 34.90%-21.7pp | 28.51%-15.3pp |
| Employer contribution / active EE | $9,453 | $2,472+282.4% | $3,540+167.1% | $2,270+316.4% |
| Participant deferral / active EE | $5,898 | $4,038+46.1% | $6,024-2.1% | $3,740+57.7% |
| Admin fee / account holder | $365 | $607-39.9% | $7,927-95.4% | $513-28.8% |