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 LLC8+ years Service code 27 · EIN 20-3768100 | Advisory (Plan) | $23,001 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (ba... | $18,288 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $10,589 |
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 | $144,750 | $65,061+122.5% | $143,757+0.7% | $66,914+116.3% |
| Participation rate | 94.5% | 65.2%+29.3pp | 80.3%+14.2pp | 69.8%+24.7pp |
| Annual return | -13.40% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $6,584 | $2,361+178.9% | $4,951+33.0% | $2,544+158.8% |
| Participant deferral / active EE | $4,777 | $2,919+63.7% | $5,637-15.2% | $4,237+12.8% |
| Admin fee / account holder | $320 | $502-36.2% | $14,673-97.8% | $593-46.0% |