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 |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $43,069 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 27 1125 SOUTH 103RD STREET · OMAHA, NC 68124 | Advisory (Plan) | $30,066 |
UHY LLP3 years Filed as: UHY, LLP Service code 10 · EIN 42-1462849 | Accounting | $3,450 |
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 | $59,626 | $79,171-24.7% | $102,423-41.8% | $74,495-20.0% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 12.93% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,563 | $2,362-33.8% | $3,023-48.3% | $2,623-40.4% |
| Participant deferral / active EE | $4,847 | $4,415+9.8% | $5,053-4.1% | $4,346+11.5% |
| Admin fee / account holder | $367 | $2,001-81.6% | $9,451-96.1% | $1,942-81.1% |