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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $20,856 |
COMPOUND VALUE ADVISERS2 years Service code 28 67 S. HIGLEY ROAD · GILBERT, AZ 85296 | Investment Management | $15,444 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,665 | $95,416-74.1% | $185,823-86.7% | $85,850-71.3% |
| Participation rate | 82.5% | 68.8%+13.7pp | 81.7%+0.8pp | 69.3%+13.2pp |
| Annual return | 9.93% | 23.59%-13.7pp | 122.05%-112.1pp | 318.53%-308.6pp |
| Employer contribution / active EE | $400 | $3,314-87.9% | $5,167-92.3% | $2,565-84.4% |
| Participant deferral / active EE | $3,537 | $3,423+3.3% | $5,568-36.5% | $3,952-10.5% |
| Admin fee / account holder | $309 | $7,213-95.7% | $16,237-98.1% | $6,260-95.1% |