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 INC. Service code 27 · EIN 20-4649925 | Advisory (Plan) | $91,830 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN PC Service code 10 · EIN 22-2027092 506 CARNEGIE CENTER · PRINCETON, NJ 08540 | Accounting | $22,773 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $18,982 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,610 | $91,407+378.8% | $135,903+222.0% | $71,457+512.4% |
| Participation rate | 97.1% | 75.7%+21.5pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | -7.49% | 29.90%-37.4pp | 68.23%-75.7pp | 28.85%-36.3pp |
| Employer contribution / active EE | $10,370 | $3,703+180.0% | $4,856+113.5% | $2,588+300.7% |
| Participant deferral / active EE | $11,171 | $7,092+57.5% | $7,758+44.0% | $4,289+160.5% |
| Admin fee / account holder | $727 | $1,266-42.6% | $10,762-93.2% | $1,587-54.2% |