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.2 years Filed as: NEWPORT Service code 27 · EIN 20-4649925 | Advisory (Plan) | $59,651 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH+BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $22,360 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$7,166 |
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 | $455,057 | $100,923+350.9% | $150,045+203.3% | $74,304+512.4% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.3%+6.6pp | 60.3%+28.5pp |
| Annual return | 16.31% | 51.77%-35.5pp | 62.55%-46.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $9,188 | $3,463+165.3% | $4,693+95.8% | $2,241+310.0% |
| Participant deferral / active EE | $10,760 | $6,709+60.4% | $7,997+34.5% | $3,767+185.6% |
| Admin fee / account holder | $372 | $2,767-86.5% | $13,435-97.2% | $2,969-87.5% |