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.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,184 |
FISHER INVESTMENTS2+ years Service code 27 5525 FISHER CREEK DRIVE · CAMAS, WA 98607 | Advisory (Plan) | $14,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,836 | $80,753-39.5% | $136,294-64.2% | $62,292-21.6% |
| Participation rate | 35.9% | 73.5%-37.7pp | 81.9%-46.0pp | 69.5%-33.6pp |
| Annual return | 18.59% | 35.83%-17.2pp | 5155.94%-5137.4pp | 28.90%-10.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,481 | $5,164-71.3% | $6,247-76.3% | $3,169-53.3% |
| Admin fee / account holder | $537 | $525+2.1% | $9,243-94.2% | $479+11.9% |