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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,675 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,023 |
DWC CPAS ADVISORS2 years Service code 27 464 MAIN ST · GRAND JUNCTION, CO 81505 | Advisory (Plan) | $3,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,352 | $59,402+20.1% | $93,654-23.8% | $74,546-4.3% |
| Participation rate | 94.2% | 59.7%+34.5pp | 68.7%+25.4pp | 67.2%+27.0pp |
| Annual return | 12.63% | 81.86%-69.2pp | 133.34%-120.7pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $3,118 | $1,265+146.6% | $2,421+28.8% | $2,624+18.8% |
| Participant deferral / active EE | $6,832 | $3,049+124.1% | $4,413+54.8% | $4,347+57.1% |
| Admin fee / account holder | $370 | $3,023-87.8% | $8,282-95.5% | $1,944-81.0% |