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 7-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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Advisory (Plan) | $31,516 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $4,590 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,662 | $95,274-50.0% | $135,903-64.9% | $74,419-36.0% |
| Participation rate | 86.0% | 78.2%+7.8pp | 81.9%+4.1pp | 70.7%+15.2pp |
| Annual return | 29.47% | 32.77%-3.3pp | 68.23%-38.8pp | 34.38%-4.9pp |
| Employer contribution / active EE | $5,095 | $3,874+31.5% | $4,856+4.9% | $2,637+93.2% |
| Participant deferral / active EE | $10,607 | $7,782+36.3% | $7,758+36.7% | $4,528+134.3% |
| Admin fee / account holder | $98 | $266-63.0% | $10,762-99.1% | $348-71.7% |