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 13 · EIN 27-2037969 | Contract Administrator | $55,678 |
Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 26 10975 BENSON DR · OVERLAND PARK, KS 66210 | Advisory (Participants) | $45,781 |
OAK ASSOCIATES1 year Filed as: OAK ROOT, LLC Service code 26 144 W NAPA ST · SONOMA, CA 95476 | Advisory (Participants) | $15,244 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $14,707 |
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 | $86,649 | $100,801-14.0% | $149,696-42.1% | $73,409+18.0% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 16.65% | 265.34%-248.7pp | 276.60%-260.0pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,326 | $3,312-60.0% | $4,644-71.5% | $2,234-40.6% |
| Participant deferral / active EE | $8,971 | $6,404+40.1% | $6,842+31.1% | $3,805+135.8% |
| Admin fee / account holder | $189 | $181+4.4% | $9,309-98.0% | $158+19.6% |