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.
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| Provider | Service type | Compensation |
|---|---|---|
THE INVESTMENT COUNSEL COMPANY3+ years Service code 28 · EIN 88-0228985 | Investment Management | $23,763 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 18 · EIN 62-1868111 | Recordkeeping fees; Account maintenan... | $7,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,531 | $44,873-3.0% | $79,464-45.2% | $56,287-22.7% |
| Participation rate | 53.0% | 68.7%-15.8pp | 73.3%-20.4pp | 69.9%-16.9pp |
| Annual return | 12.13% | 0.81%+11.3pp | 718.14%-706.0pp | -9.96%+22.1pp |
| Employer contribution / active EE | $660 | $2,140-69.2% | $2,800-76.4% | $2,111-68.8% |
| Participant deferral / active EE | $2,781 | $2,746+1.3% | $3,704-24.9% | $3,350-17.0% |
| Admin fee / account holder | $312 | $418-25.4% | $5,113-93.9% | $521-40.0% |