See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $43,750 |
Filed as: FIRST CITIZENS BANK & TRUST Service code 27 4300 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $28,915 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,129 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,626 | $80,724+59.3% | $103,333+24.5% | $74,495+72.7% |
| Participation rate | 81.2% | 65.7%+15.5pp | 74.5%+6.7pp | 67.2%+14.0pp |
| Annual return | 16.74% | 27.56%-10.8pp | 24.88%-8.1pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $3,619 | $3,157+14.6% | $3,868-6.4% | $2,623+38.0% |
| Participant deferral / active EE | $8,790 | $3,860+127.7% | $5,057+73.8% | $4,346+102.3% |
| Admin fee / account holder | $405 | $2,368-82.9% | $8,355-95.1% | $1,942-79.1% |