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 |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 26 1200 N. HERDON STREET · ARLINGTON, VA 22201 | Advisory (Participants) | $34,974 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $23,391 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,943 | $95,416+55.1% | $185,823-20.4% | $85,850+72.3% |
| Participation rate | 93.9% | 68.8%+25.1pp | 81.7%+12.2pp | 69.3%+24.6pp |
| Annual return | 14.71% | 23.59%-8.9pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $6,833 | $3,314+106.2% | $5,167+32.2% | $2,565+166.4% |
| Participant deferral / active EE | $7,995 | $3,423+133.5% | $5,568+43.6% | $3,952+102.3% |
| Admin fee / account holder | $478 | $7,213-93.4% | $16,237-97.1% | $6,260-92.4% |