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.1 year Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 20-4649925 | Advisory (Plan) | $68,007 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,403 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $17,757 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $11,184 |
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 | $427,980 | $84,487+406.6% | $125,339+241.5% | $66,914+539.6% |
| Participation rate | 97.4% | 76.4%+21.0pp | 82.4%+15.0pp | 69.8%+27.6pp |
| Annual return | 9.20% | -8.39%+17.6pp | 572.05%-562.9pp | 1.58%+7.6pp |
| Employer contribution / active EE | $8,833 | $3,553+148.6% | $4,814+83.5% | $2,544+247.2% |
| Participant deferral / active EE | $10,894 | $6,781+60.6% | $7,446+46.3% | $4,237+157.1% |
| Admin fee / account holder | $699 | $685+2.1% | $10,010-93.0% | $593+17.9% |