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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $39,332 |
RVK, INC.5+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $19,701 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,670 | $58,655+102.3% | $91,989+29.0% | $65,185+82.1% |
| Participation rate | 70.5% | 75.3%-4.8pp | 78.6%-8.1pp | 70.2%+0.3pp |
| Annual return | 22.26% | 33.92%-11.7pp | 69.02%-46.8pp | 29.38%-7.1pp |
| Employer contribution / active EE | $764 | $2,080-63.3% | $3,452-77.9% | $2,177-64.9% |
| Participant deferral / active EE | $2,421 | $5,474-55.8% | $5,923-59.1% | $3,514-31.1% |
| Admin fee / account holder | $335 | $434-22.8% | $7,743-95.7% | $847-60.4% |