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 | Advisory (Plan) | $50,847 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $29,563 |
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 | Contract Administrator | $28,915 |
Service code 27 · EIN 54-1870462 | Advisory (Plan) | $761 |
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 | $201,879 | $77,813+159.4% | $123,544+63.4% | $64,186+214.5% |
| Participation rate | 95.6% | 74.7%+20.9pp | 82.3%+13.3pp | 69.6%+26.0pp |
| Annual return | -5.38% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,065 | $3,014-31.5% | $4,628-55.4% | $2,381-13.3% |
| Participant deferral / active EE | $12,400 | $5,240+136.6% | $6,426+93.0% | $3,470+257.4% |
| Admin fee / account holder | $974 | $5,519-82.3% | $9,284-89.5% | $4,888-80.1% |