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 |
|---|---|---|
Service code 28 · EIN 54-2005153 | Investment Management | $104,340 |
NEWPORT GROUP, INC.6+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $25,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,093 | $121,341-17.5% | $189,513-47.2% | $79,386+26.1% |
| Participation rate | 86.0% | 86.1%-0.1pp | 87.8%-1.8pp | 70.7%+15.3pp |
| Annual return | 16.33% | 21.08%-4.8pp | 555.15%-538.8pp | 116.85%-100.5pp |
| Employer contribution / active EE | $6,480 | $3,915+65.5% | $6,162+5.2% | $2,427+167.0% |
| Participant deferral / active EE | $5,670 | $6,395-11.3% | $8,221-31.0% | $4,046+40.2% |
| Admin fee / account holder | $404 | $651-38.0% | $12,045-96.6% | $626-35.6% |