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 |
|---|---|---|
Filed as: HUNTER-MICHAEL INVESTMENT ADVISORS Service code 27 · EIN 54-1870462 | Advisory (Plan) | $38,229 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $27,981 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 | Contract Administrator | $17,098 |
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 | $146,929 | $72,177+103.6% | $115,037+27.7% | $59,632+146.4% |
| Participation rate | 98.9% | 72.6%+26.4pp | 81.4%+17.5pp | 68.7%+30.2pp |
| Annual return | -1.18% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,714 | $2,841-39.7% | $4,608-62.8% | $2,203-22.2% |
| Participant deferral / active EE | $10,690 | $4,783+123.5% | $6,026+77.4% | $3,192+234.9% |
| Admin fee / account holder | $741 | $4,927-85.0% | $8,175-90.9% | $4,297-82.8% |