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 |
|---|---|---|
Filed as: BUCKINGHAM STRATEGIC ADVISORS Service code 26 · EIN 16-1728260 | Advisory (Participants) | $78,589 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $19,691 |
WITHUMSMITH+BROWN, PC2 years Filed as: ROBERT A BROWN, CPA Service code 10 · EIN 62-1613402 | Accounting | $6,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,035 | $50,199+119.2% | $70,092+57.0% | $66,914+64.4% |
| Participation rate | 94.1% | 66.3%+27.8pp | 70.5%+23.6pp | 69.8%+24.3pp |
| Annual return | -10.99% | -13.85%+2.9pp | 190.73%-201.7pp | 1.58%-12.6pp |
| Employer contribution / active EE | $3,587 | $1,864+92.5% | $2,559+40.2% | $2,544+41.0% |
| Participant deferral / active EE | $2,308 | $3,112-25.8% | $3,849-40.0% | $4,237-45.5% |
| Admin fee / account holder | $698 | $600+16.4% | $6,267-88.9% | $593+17.6% |