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 8-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 15 · EIN 27-2037969 | Recordkeeping | $21,267 |
Service code 26 1445 ROSS AVENUE, SUITE 5600 · DALLAS, TX 75202 | Advisory (Participants) | $11,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,780 | $58,512-59.4% | $84,015-71.7% | $72,985-67.4% |
| Participation rate | 27.3% | 61.2%-34.0pp | 69.0%-41.7pp | 69.5%-42.2pp |
| Annual return | 16.18% | 28.93%-12.8pp | 71.31%-55.1pp | 81.00%-64.8pp |
| Employer contribution / active EE | $316 | $1,163-72.8% | $1,983-84.0% | $2,440-87.0% |
| Participant deferral / active EE | $2,756 | $2,394+15.1% | $3,239-14.9% | $3,607-23.6% |
| Admin fee / account holder | $427 | $4,569-90.6% | $6,101-93.0% | $5,124-91.7% |