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 FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 26 1200 N. HERDON STREET · ARLINGTON, VA 22201 | Advisory (Participants) | $39,272 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $24,697 |
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 | $109,823 | $73,867+48.7% | $143,757-23.6% | $68,494+60.3% |
| Participation rate | 93.4% | 66.7%+26.8pp | 80.3%+13.1pp | 67.9%+25.5pp |
| Annual return | -17.06% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,919 | $3,184+85.9% | $4,951+19.5% | $2,596+128.0% |
| Participant deferral / active EE | $6,794 | $3,384+100.7% | $5,637+20.5% | $4,027+68.7% |
| Admin fee / account holder | $481 | $5,755-91.6% | $14,673-96.7% | $5,403-91.1% |