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.6 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Direct payment from the plan; Trustee... | $25,538 |
PYA WALTMAN CAPITAL LLC9+ years Service code 27 · EIN 20-3768100 | Advisory (Plan) | $23,000 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $15,359 |
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 | $157,683 | $61,272+157.4% | $149,673+5.4% | $71,457+120.7% |
| Participation rate | 88.7% | 62.5%+26.2pp | 78.8%+10.0pp | 67.9%+20.8pp |
| Annual return | 16.72% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $6,361 | $2,378+167.5% | $4,818+32.0% | $2,588+145.8% |
| Participant deferral / active EE | $4,410 | $2,917+51.2% | $5,680-22.4% | $4,289+2.8% |
| Admin fee / account holder | $359 | $1,261-71.5% | $13,210-97.3% | $1,587-77.4% |