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 |
|---|---|---|
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 27 1125 SOUTH 103RD STREET · OMAHA, NC 68124 | Advisory (Plan) | $50,036 |
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $32,757 |
UHY LLP1 year Filed as: UHY, LLP Service code 10 · EIN 42-1462849 | Accounting | $9,500 |
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 | $47,845 | $85,713-44.2% | $86,677-44.8% | - |
| Participation rate | 99.0% | 72.2%+26.8pp | 76.6%+22.4pp | - |
| Annual return | -17.65% | -20.12%+2.5pp | 35.91%-53.6pp | - |
| Employer contribution / active EE | $1,870 | $1,789+4.5% | $2,836-34.1% | - |
| Participant deferral / active EE | $5,138 | $3,318+54.9% | $4,656+10.4% | - |
| Admin fee / account holder | $400 | $28,935-98.6% | $7,493-94.7% | - |