See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,516 |
NEW MARKET WEALTH MANAGEMENT LLC4 years Service code 27 · EIN 46-4790922 | Advisory (Plan) | $16,658 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,697 |
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 | $136,958 | $63,053+117.2% | $86,188+58.9% | - |
| Participation rate | 97.0% | 59.8%+37.2pp | 69.0%+28.0pp | - |
| Annual return | 8.00% | 12.64%-4.6pp | 1168.45%-1160.4pp | - |
| Employer contribution / active EE | $2,735 | $1,503+82.0% | $2,380+14.9% | - |
| Participant deferral / active EE | $9,266 | $3,288+181.8% | $3,985+132.5% | - |
| Admin fee / account holder | $439 | $4,609-90.5% | $6,852-93.6% | - |