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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $21,830 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 26 1200 N. HERDON STREET · ARLINGTON, VA 22201 | Advisory (Participants) | $17,358 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,612 | $85,202+43.9% | $172,739-29.0% | $72,985+68.0% |
| Participation rate | 92.2% | 70.1%+22.2pp | 82.6%+9.6pp | 69.5%+22.7pp |
| Annual return | 20.16% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $5,701 | $3,324+71.5% | $5,143+10.8% | $2,440+133.6% |
| Participant deferral / active EE | $6,862 | $3,260+110.5% | $5,198+32.0% | $3,607+90.2% |
| Admin fee / account holder | $350 | $5,884-94.1% | $13,954-97.5% | $5,124-93.2% |