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 Service code 13 · EIN 27-2037969 | Contract Administrator | $45,823 |
RVK, INC.8+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $25,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,397 | $58,320+157.9% | $86,436+74.0% | $66,914+124.8% |
| Participation rate | 63.0% | 78.6%-15.6pp | 80.3%-17.4pp | 69.8%-6.8pp |
| Annual return | -15.48% | -9.71%-5.8pp | 4394.89%-4410.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $948 | $2,615-63.7% | $3,769-74.8% | $2,544-62.7% |
| Participant deferral / active EE | $2,871 | $6,899-58.4% | $6,952-58.7% | $4,237-32.2% |
| Admin fee / account holder | $496 | $546-9.2% | $6,731-92.6% | $593-16.5% |