See peer percentile detail. $4.99 for your first month.
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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.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $32,196 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 600 108TH AVENUE NE · BELLEVUE, WA 98004 | Advisory (Plan) | $17,256 |
Service code 26 777 108TH AVE NE · BELLEVUE, WA 98004 | Advisory (Participants) | $13,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,529 | $84,487+35.6% | $125,339-8.6% | $66,914+71.2% |
| Participation rate | 71.2% | 76.4%-5.2pp | 82.4%-11.1pp | 69.8%+1.4pp |
| Annual return | -16.01% | -8.39%-7.6pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,089 | $3,553+15.1% | $4,814-15.1% | $2,544+60.7% |
| Participant deferral / active EE | $7,172 | $6,781+5.8% | $7,446-3.7% | $4,237+69.3% |
| Admin fee / account holder | $484 | $685-29.4% | $10,010-95.2% | $593-18.4% |