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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping and information managem... | $14,955 |
DILLWOOD BURKEL & MILLAR, LLP1+ years Service code 10 · EIN 68-0456752 | Accounting | $8,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,220 | $47,969-53.7% | $85,969-74.2% | $52,331-57.5% |
| Participation rate | 82.8% | 61.7%+21.1pp | 76.5%+6.2pp | 68.1%+14.7pp |
| Annual return | 8.21% | -0.13%+8.3pp | 9.32%-1.1pp | 4.54%+3.7pp |
| Employer contribution / active EE | $754 | $1,460-48.3% | $3,474-78.3% | $1,882-59.9% |
| Participant deferral / active EE | $1,614 | $2,110-23.5% | $3,829-57.9% | $3,022-46.6% |
| Admin fee / account holder | $42 | $530-92.1% | $6,053-99.3% | $592-92.9% |