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 4-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 |
|---|---|---|
N.E.W. ADVISORY SERVICES, LLC1+ years Service code 26 · EIN 82-2913883 | Advisory (Participants) | $10,339 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,397 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,031 | $45,863-8.4% | $77,024-45.4% | $68,494-38.6% |
| Participation rate | 75.3% | 55.9%+19.4pp | 67.9%+7.4pp | 67.9%+7.4pp |
| Annual return | -18.85% | 1.72%-20.6pp | 42.32%-61.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,254 | $1,650+36.6% | $2,812-19.8% | $2,596-13.2% |
| Participant deferral / active EE | $4,123 | $2,962+39.2% | $4,426-6.8% | $4,027+2.4% |
| Admin fee / account holder | $434 | $3,041-85.7% | $5,425-92.0% | $5,403-92.0% |