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 |
|---|---|---|
Service code 27 · EIN 47-0768986 | Advisory (Plan) | $28,520 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,211 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (discre... | $7,680 |
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 | $133,974 | $104,475+28.2% | $159,436-16.0% | $79,386+68.8% |
| Participation rate | 94.8% | 76.6%+18.2pp | 82.8%+12.0pp | 70.7%+24.1pp |
| Annual return | 16.00% | 67.95%-51.9pp | 263.57%-247.6pp | 116.85%-100.8pp |
| Employer contribution / active EE | $3,268 | $3,417-4.4% | $4,829-32.3% | $2,427+34.6% |
| Participant deferral / active EE | $7,596 | $6,467+17.5% | $7,352+3.3% | $4,046+87.8% |
| Admin fee / account holder | $301 | $711-57.7% | $10,799-97.2% | $626-52.0% |