Filed September 15, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,745 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT GROUP Service code 27 · EIN 59-3099288 | Advisory (Plan) | $47,837 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,287 |
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 | $77,020 | $95,880-19.7% | $107,525-28.4% | $85,563-10.0% |
| Participation rate | 93.0% | 70.1%+22.9pp | 75.1%+18.0pp | 66.0%+27.1pp |
| Annual return | 35.47% | 68.06%-32.6pp | 181.32%-145.8pp | 31.51%+4.0pp |
| Employer contribution / active EE | $964 | $3,812-74.7% | $3,754-74.3% | $2,654-63.7% |
| Participant deferral / active EE | $5,132 | $4,201+22.2% | $5,116+0.3% | $4,375+17.3% |
| Admin fee / account holder | $181 | $1,025-82.3% | $8,919-98.0% | $834-78.3% |