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 |
|---|---|---|
PYA WALTMAN CAPITAL LLC7+ years Service code 27 · EIN 20-3768100 | Advisory (Plan) | $23,000 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $13,753 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $12,815 |
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 | $169,160 | $61,156+176.6% | $185,823-9.0% | $79,386+113.1% |
| Participation rate | 93.5% | 66.6%+26.9pp | 81.7%+11.8pp | 70.7%+22.8pp |
| Annual return | 12.49% | 19.45%-7.0pp | 122.05%-109.6pp | 116.85%-104.4pp |
| Employer contribution / active EE | $6,469 | $2,321+178.8% | $5,167+25.2% | $2,427+166.5% |
| Participant deferral / active EE | $4,287 | $2,789+53.7% | $5,568-23.0% | $4,046+6.0% |
| Admin fee / account holder | $312 | $710-56.1% | $16,237-98.1% | $626-50.2% |