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.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $48,688 |
Filed as: RAYMOND JAMES Service code 26 7316 WISCONSIN AVENUE · BETHESDA, MD 20814 | Advisory (Participants) | $37,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $431,965 | $91,407+372.6% | $135,903+217.8% | $71,457+504.5% |
| Participation rate | 93.3% | 75.7%+17.7pp | 81.9%+11.4pp | 67.9%+25.4pp |
| Annual return | 18.98% | 29.90%-10.9pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $11,562 | $3,703+212.2% | $4,856+138.1% | $2,588+346.8% |
| Participant deferral / active EE | $16,834 | $7,092+137.4% | $7,758+117.0% | $4,289+292.5% |
| Admin fee / account holder | $478 | $1,266-62.2% | $10,762-95.6% | $1,587-69.9% |