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) | $64,892 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $18,426 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN JAKE & MCDANIEL, PC Service code 10 · EIN 62-1170651 | Accounting | $8,500 |
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 | $145,726 | $62,127+134.6% | $81,382+79.1% | $74,495+95.6% |
| Participation rate | 98.3% | 64.0%+34.3pp | 69.5%+28.9pp | 67.2%+31.1pp |
| Annual return | 8.51% | 16.48%-8.0pp | 24.73%-16.2pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $4,219 | $1,882+124.1% | $2,463+71.3% | $2,623+60.8% |
| Participant deferral / active EE | $2,760 | $3,229-14.5% | $3,883-28.9% | $4,346-36.5% |
| Admin fee / account holder | $717 | $1,934-62.9% | $5,768-87.6% | $1,942-63.1% |