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 COMPANY8+ years Service code 28 · EIN 88-0228985 | Investment Management | $33,340 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 18 · EIN 62-1868111 | Participant loan processing; Custodia... | $21,902 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,011 | $58,264+4.7% | $86,612-29.6% | $71,457-14.6% |
| Participation rate | 63.7% | 65.0%-1.3pp | 71.7%-8.0pp | 67.9%-4.2pp |
| Annual return | -8.08% | 21.63%-29.7pp | 591.07%-599.2pp | 28.85%-36.9pp |
| Employer contribution / active EE | $907 | $2,574-64.8% | $3,022-70.0% | $2,588-64.9% |
| Participant deferral / active EE | $4,129 | $3,436+20.2% | $4,438-7.0% | $4,289-3.7% |
| Admin fee / account holder | $507 | $1,057-52.1% | $5,614-91.0% | $1,587-68.1% |