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 | $107,075 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $340,091 | $47,977+608.9% | $154,107+120.7% | $56,287+504.2% |
| Participation rate | 96.4% | 66.2%+30.3pp | 83.0%+13.4pp | 69.9%+26.6pp |
| Annual return | -4.65% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $25,968 | $2,169+1097.4% | $5,298+390.2% | $2,111+1130.1% |
| Participant deferral / active EE | $15,870 | $2,392+563.5% | $5,081+212.4% | $3,350+373.8% |
| Admin fee / account holder | $759 | $438+73.2% | $13,411-94.3% | $521+45.7% |