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) | $70,622 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $19,352 |
WITHUMSMITH+BROWN, PC3 years Filed as: ROBERT A BROWN, CPA Service code 10 · EIN 62-1613402 | Accounting | $7,400 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,333 | $56,423+139.9% | $77,163+75.4% | $71,457+89.4% |
| Participation rate | 94.8% | 64.3%+30.5pp | 69.6%+25.2pp | 67.9%+26.9pp |
| Annual return | 11.63% | 19.05%-7.4pp | 37.87%-26.2pp | 28.85%-17.2pp |
| Employer contribution / active EE | $3,963 | $1,866+112.4% | $2,535+56.3% | $2,588+53.2% |
| Participant deferral / active EE | $2,669 | $3,142-15.1% | $3,833-30.4% | $4,289-37.8% |
| Admin fee / account holder | $721 | $1,429-49.5% | $5,472-86.8% | $1,587-54.6% |