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) | $39,004 |
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $29,830 |
UHY LLP2 years Filed as: UHY, LLP Service code 10 · EIN 42-1462849 | Accounting | $7,000 |
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 | $54,633 | $76,050-28.2% | $96,544-43.4% | $71,457-23.5% |
| Participation rate | 98.1% | 74.4%+23.7pp | 76.0%+22.2pp | 67.9%+30.2pp |
| Annual return | 17.06% | 22.81%-5.7pp | 25.84%-8.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,084 | $2,244-7.1% | $2,965-29.7% | $2,588-19.5% |
| Participant deferral / active EE | $5,567 | $4,215+32.1% | $4,851+14.8% | $4,289+29.8% |
| Admin fee / account holder | $362 | $2,707-86.6% | $8,252-95.6% | $1,587-77.2% |