See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,162 |
TFO-TDC, LLC2+ years Service code 26 1440 ARROWHEAD DRIVE · MAUMEE, OH 43537 | Advisory (Participants) | $13,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,797 | $73,004-59.2% | $90,749-67.2% | $68,494-56.5% |
| Participation rate | 68.8% | 70.8%-2.1pp | 75.7%-6.9pp | 67.9%+0.9pp |
| Annual return | -17.55% | -13.81%-3.7pp | -12.16%-5.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,589 | $3,627-56.2% | $4,564-65.2% | $4,027-60.5% |
| Admin fee / account holder | $575 | $5,896-90.2% | $8,445-93.2% | $5,403-89.4% |