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 15 107 W MAIN ST · LITTLE CHUTE, WI 54140 | Recordkeeping | $102,246 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $34,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,496 | $88,083+100.4% | $164,813+7.1% | $74,495+136.9% |
| Participation rate | 88.6% | 73.0%+15.5pp | 78.6%+10.0pp | 67.2%+21.4pp |
| Annual return | 25.14% | 17.26%+7.9pp | 69.93%-44.8pp | 1364.94%-1339.8pp |
| Employer contribution / active EE | $4,032 | $2,593+55.5% | $4,341-7.1% | $2,623+53.7% |
| Participant deferral / active EE | $7,867 | $4,498+74.9% | $6,031+30.4% | $4,346+81.0% |
| Admin fee / account holder | $715 | $2,234-68.0% | $12,690-94.4% | $1,942-63.2% |