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 |
|---|---|---|
THE INVESTMENT COUNSEL COMPANY5+ years Service code 28 · EIN 88-0228985 | Investment Management | $28,853 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 18 · EIN 62-1868111 | Participant loan processing; Account ... | $19,405 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,942 | $66,124-38.1% | $90,404-54.7% | $73,488-44.3% |
| Participation rate | 63.6% | 69.7%-6.1pp | 72.7%-9.1pp | 70.7%-7.1pp |
| Annual return | -8.50% | 17.65%-26.2pp | 1293.02%-1301.5pp | 28.51%-37.0pp |
| Employer contribution / active EE | $836 | $2,346-64.4% | $3,262-74.4% | $2,270-63.2% |
| Participant deferral / active EE | $3,677 | $3,039+21.0% | $3,963-7.2% | $3,740-1.7% |
| Admin fee / account holder | $420 | $396+5.9% | $5,611-92.5% | $513-18.2% |