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 |
|---|---|---|
COMPOUND VALUE ADVISERS4 years Service code 28 67 S. HIGLEY ROAD · GILBERT, AZ 85296 | Investment Management | $24,719 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,391 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,704 | $77,899-67.0% | $149,673-82.8% | $75,163-65.8% |
| Participation rate | 92.1% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.9pp |
| Annual return | 13.56% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $510 | $3,137-83.8% | $4,818-89.4% | $2,670-80.9% |
| Participant deferral / active EE | $4,445 | $3,411+30.3% | $5,680-21.7% | $4,125+7.8% |
| Admin fee / account holder | $314 | $5,956-94.7% | $13,210-97.6% | $5,651-94.4% |