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 |
|---|---|---|
NEWPORT GROUP, INC.10+ years Filed as: NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $48,897 |
NFP RETIREMENT INC1 year Filed as: NFP, INC. Service code 21 · EIN 54-1437648 | Bank Trustee | $41,555 |
Service code 21 · EIN 54-1870462 | Bank Trustee | $1,121 |
HUNTER MICHAEL INVESTMENT ADVISORS10+ years Filed as: HUNTER-MICHAEL INVESTMENT ADVISORS Service code 21 | Bank Trustee | $1,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,898 | $102,317+262.5% | $146,958+152.4% | $80,856+358.7% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 15.35% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,332 | $3,713+16.7% | $4,933-12.2% | $2,755+57.3% |
| Participant deferral / active EE | $17,769 | $6,644+167.5% | $8,070+120.2% | $4,296+313.6% |
| Admin fee / account holder | $878 | $7,941-88.9% | $12,998-93.2% | $6,918-87.3% |