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 15 · EIN 01-0233346 | Recordkeeping | $980 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,401 | $85,766+95.2% | $136,294+22.8% | $70,131+138.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.94% | 31.45%-7.5pp | 5155.94%-5132.0pp | 73.14%-49.2pp |
| Employer contribution / active EE | $3,395 | $2,966+14.4% | $4,695-27.7% | $2,342+44.9% |
| Participant deferral / active EE | $6,112 | $5,051+21.0% | $6,247-2.2% | $3,332+83.5% |
| Admin fee / account holder | $669 | $5,420-87.7% | $9,243-92.8% | $4,645-85.6% |