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 ADVISORS9+ years Filed as: FIDUCIARY ADVISORS, INC. Service code 26 · EIN 43-1891647 | Advisory (Participants) | $25,000 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $24,029 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $14,967 |
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 | $199,080 | $80,138+148.4% | $130,231+52.9% | $71,457+178.6% |
| Participation rate | 77.6% | 71.0%+6.5pp | 76.3%+1.3pp | 67.9%+9.6pp |
| Annual return | 16.78% | 16.81%0pp | 38.77%-22.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,642 | $2,834-6.8% | $4,126-36.0% | $2,588+2.1% |
| Participant deferral / active EE | $5,522 | $4,641+19.0% | $6,799-18.8% | $4,289+28.8% |
| Admin fee / account holder | $393 | $1,035-62.1% | $6,020-93.5% | $1,587-75.3% |