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 LLC10+ years Service code 27 · EIN 20-3768100 | Advisory (Plan) | $23,000 |
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $22,805 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Trustee (directed)... | $22,618 |
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 | $136,155 | $55,415+145.7% | $155,509-12.4% | $74,495+82.8% |
| Participation rate | 89.2% | 61.9%+27.3pp | 78.2%+11.0pp | 67.2%+22.0pp |
| Annual return | 13.23% | 268.50%-255.3pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $6,712 | $2,267+196.1% | $4,672+43.6% | $2,623+155.9% |
| Participant deferral / active EE | $4,726 | $2,836+66.6% | $5,626-16.0% | $4,346+8.7% |
| Admin fee / account holder | $362 | $1,738-79.2% | $15,912-97.7% | $1,942-81.4% |