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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,387 |
RVK, INC.1 year Filed as: RV KUHNS & ASSOCIATES, INC. Service code 27 1211 SW 5TH · PORTLAND, OR 97204 | Advisory (Plan) | $31,466 |
MOSS ADAMS LLP1 year Service code 10 PO BOX 101822 · PASADENA, CA 91189 | Accounting | $18,375 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,280 | $69,477+162.4% | $94,646+92.6% | $71,457+155.1% |
| Participation rate | 57.3% | 78.4%-21.2pp | 80.8%-23.6pp | 67.9%-10.6pp |
| Annual return | 16.79% | 29.66%-12.9pp | 156.71%-139.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $883 | $2,853-69.1% | $3,672-76.0% | $2,588-65.9% |
| Participant deferral / active EE | $2,817 | $7,345-61.6% | $7,418-62.0% | $4,289-34.3% |
| Admin fee / account holder | $641 | $1,210-47.0% | $7,231-91.1% | $1,587-59.6% |