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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $32,156 |
Service code 15 · EIN 06-1667250 | Recordkeeping | $25,965 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,443 | $88,890-27.5% | $102,423-37.1% | $77,643-17.0% |
| Participation rate | 63.1% | 80.9%-17.8pp | 76.5%-13.4pp | 70.6%-7.5pp |
| Annual return | 9.96% | 24.98%-15.0pp | 29.32%-19.4pp | 31.24%-21.3pp |
| Employer contribution / active EE | $1,432 | $2,698-46.9% | $3,023-52.6% | $2,726-47.5% |
| Participant deferral / active EE | $3,863 | $5,145-24.9% | $5,053-23.5% | $4,647-16.9% |
| Admin fee / account holder | $218 | $235-7.6% | $9,451-97.7% | $430-49.4% |