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 5-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 |
|---|---|---|
Service code 26 6329 W. MEQUON ROAD · MEQUON, WI 53092 | Advisory (Participants) | $41,915 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $5,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,678 | $72,607+20.8% | $90,749-3.4% | $66,914+31.0% |
| Participation rate | 96.2% | 73.7%+22.5pp | 75.7%+20.5pp | 69.8%+26.4pp |
| Annual return | -12.74% | -12.28%-0.5pp | -12.16%-0.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $3,229 | $2,369+36.3% | $2,921+10.6% | $2,544+26.9% |
| Participant deferral / active EE | $5,074 | $3,977+27.6% | $4,564+11.2% | $4,237+19.8% |
| Admin fee / account holder | $371 | $707-47.5% | $8,445-95.6% | $593-37.4% |