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.4 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $21,135 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $15,630 |
PYA WALTMAN CAPITAL LLC5+ years Service code 27 · EIN 20-3768100 | Advisory (Plan) | $11,874 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,672 | $52,953+163.8% | $172,739-19.1% | $65,185+114.3% |
| Participation rate | 96.9% | 66.2%+30.7pp | 82.6%+14.2pp | 70.2%+26.7pp |
| Annual return | 19.62% | 30.12%-10.5pp | 802.84%-783.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $6,337 | $2,190+189.4% | $5,143+23.2% | $2,177+191.1% |
| Participant deferral / active EE | $4,329 | $2,471+75.2% | $5,198-16.7% | $3,514+23.2% |
| Admin fee / account holder | $312 | $472-33.9% | $13,954-97.8% | $847-63.2% |