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 |
|---|---|---|
Service code 10 825 GRAVENSTEIN HWY N. · SEBASTOPOL, CA 95472 | Accounting | $75,790 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $36,265 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $369,705 | $55,453+566.7% | $170,442+116.9% | $62,292+493.5% |
| Participation rate | 98.1% | 66.4%+31.7pp | 83.6%+14.5pp | 69.5%+28.6pp |
| Annual return | 12.97% | 21.38%-8.4pp | 205.93%-193.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $28,322 | $2,164+1209.0% | $5,433+421.3% | $2,042+1286.8% |
| Participant deferral / active EE | $15,268 | $2,303+563.0% | $4,939+209.1% | $3,169+381.8% |
| Admin fee / account holder | $723 | $455+58.9% | $13,880-94.8% | $479+50.8% |