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 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $30,059 |
Service code 26 777 108TH AVE NE · BELLEVUE, WA 98004 | Advisory (Participants) | $28,628 |
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 | $100,435 | $91,407+9.9% | $135,903-26.1% | $71,457+40.6% |
| Participation rate | 78.1% | 75.7%+2.4pp | 81.9%-3.8pp | 67.9%+10.2pp |
| Annual return | 18.09% | 29.90%-11.8pp | 68.23%-50.1pp | 28.85%-10.8pp |
| Employer contribution / active EE | $4,529 | $3,703+22.3% | $4,856-6.7% | $2,588+75.0% |
| Participant deferral / active EE | $8,052 | $7,092+13.5% | $7,758+3.8% | $4,289+87.8% |
| Admin fee / account holder | $343 | $1,266-72.9% | $10,762-96.8% | $1,587-78.4% |