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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $37,429 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 27 2435 N. CENTRAL, # 1020 · RICHARDSON, TX 75080 | Advisory (Plan) | $9,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING Service code 28 PO BOX 55848 · BOSTON, MA 02205 | Investment Management | $7,735 |
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 | $173,822 | $101,317+71.6% | $146,958+18.3% | $74,495+133.3% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 13.72% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $5,711 | $3,810+49.9% | $4,933+15.8% | $2,623+117.7% |
| Participant deferral / active EE | $9,940 | $7,303+36.1% | $8,070+23.2% | $4,346+128.7% |
| Admin fee / account holder | $379 | $1,739-78.2% | $12,998-97.1% | $1,942-80.5% |