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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS8+ years Filed as: FIDUCIARY ADVISORS, INC. Service code 28 · EIN 43-1891647 | Investment Management | $25,000 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,842 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST CO. Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $13,113 |
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 | $167,748 | $69,848+140.2% | $115,756+44.9% | $66,914+150.7% |
| Participation rate | 92.0% | 70.6%+21.4pp | 77.1%+14.9pp | 69.8%+22.2pp |
| Annual return | -4.98% | 969.66%-974.6pp | 143.14%-148.1pp | 1.58%-6.6pp |
| Employer contribution / active EE | $3,041 | $2,613+16.4% | $3,793-19.8% | $2,544+19.5% |
| Participant deferral / active EE | $6,097 | $4,274+42.7% | $6,254-2.5% | $4,237+43.9% |
| Admin fee / account holder | $351 | $337+4.0% | $8,124-95.7% | $593-40.9% |