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 Service code 27 · EIN 20-4649925 | Advisory (Plan) | $96,035 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH+BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $24,960 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$20,495 |
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 | $404,894 | $101,317+299.6% | $146,958+175.5% | $74,495+443.5% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 9.68% | 8730.91%-8721.2pp | 418.34%-408.7pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $9,772 | $3,810+156.5% | $4,933+98.1% | $2,623+272.5% |
| Participant deferral / active EE | $11,098 | $7,303+52.0% | $8,070+37.5% | $4,346+155.4% |
| Admin fee / account holder | $510 | $1,739-70.7% | $12,998-96.1% | $1,942-73.7% |