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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $81,495 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT NEWS GROUP Service code 27 · EIN 59-3099288 | Advisory (Plan) | $64,233 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $16,000 |
BPS&M1 year Service code 17 · EIN 62-0853448 | Pension Consulting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,238 | $89,652+279.5% | $141,162+141.0% | $65,185+422.0% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.5%+13.9pp | 70.2%+26.2pp |
| Annual return | -3.53% | 32.79%-36.3pp | 71.39%-74.9pp | 29.38%-32.9pp |
| Employer contribution / active EE | $7,815 | $3,065+155.0% | $4,735+65.0% | $2,177+259.0% |
| Participant deferral / active EE | $9,136 | $5,691+60.5% | $6,709+36.2% | $3,514+160.0% |
| Admin fee / account holder | $796 | $569+39.9% | $10,261-92.2% | $847-6.1% |