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.6+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 18 · EIN 62-1868111 | Recordkeeping fees; Custodial (other ... | $35,798 |
THE INVESTMENT COUNSEL COMPANY6+ years Service code 28 · EIN 88-0228985 | Investment Management | $15,760 |
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.)
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 | $64,772 | $63,745+1.6% | $98,442-34.2% | $79,386-18.4% |
| Participation rate | 58.4% | 69.9%-11.5pp | 73.3%-14.9pp | 70.7%-12.3pp |
| Annual return | 45.92% | 625.80%-579.9pp | 1492.73%-1446.8pp | 116.85%-70.9pp |
| Employer contribution / active EE | $814 | $2,557-68.2% | $2,960-72.5% | $2,427-66.5% |
| Participant deferral / active EE | $3,759 | $3,303+13.8% | $4,276-12.1% | $4,046-7.1% |
| Admin fee / account holder | $482 | $516-6.5% | $5,949-91.9% | $626-23.1% |