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.3+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $48,903 |
WHITLEY PENN LLP4+ years Filed as: WHITLEY PENN, LLC Service code 27 · EIN 75-2393478 | Advisory (Plan) | $32,534 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 | Accounting | $12,606 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Trustee (dire... | $7,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,968 | $45,825-52.1% | $90,645-75.8% | $56,287-61.0% |
| Participation rate | 63.1% | 66.7%-3.6pp | 74.0%-11.0pp | 69.9%-6.8pp |
| Annual return | -5.90% | 38.64%-44.5pp | 1.88%-7.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,687 | $2,562-34.2% | $3,425-50.7% | $3,350-49.6% |
| Admin fee / account holder | $99 | $413-76.1% | $4,994-98.0% | $521-81.1% |