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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,858 |
Service code 26 1445 ROSS AVENUE, SUITE 5600 · DALLAS, TX 75202 | Advisory (Participants) | $8,704 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,282 | $65,041-65.7% | $90,951-75.5% | $79,858-72.1% |
| Participation rate | 26.2% | 61.6%-35.4pp | 69.0%-42.8pp | 69.6%-43.4pp |
| Annual return | 8.96% | 30.45%-21.5pp | 134.60%-125.6pp | 31.71%-22.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,980 | $2,512-21.2% | $3,373-41.3% | $3,740-47.1% |
| Admin fee / account holder | $532 | $4,536-88.3% | $5,959-91.1% | $5,306-90.0% |