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 15 · EIN 27-2037969 | Recordkeeping | $50,195 |
DOUBLE BAY MANAGEMENT & PLANNING4+ years Service code 28 50 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $34,759 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,880 | $73,102+204.9% | $123,544+80.4% | $56,287+296.0% |
| Participation rate | 95.7% | 74.3%+21.4pp | 82.3%+13.4pp | 69.9%+25.9pp |
| Annual return | -5.40% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $9,452 | $2,977+217.5% | $4,628+104.3% | $2,111+347.8% |
| Participant deferral / active EE | $8,911 | $5,423+64.3% | $6,426+38.7% | $3,350+166.0% |
| Admin fee / account holder | $303 | $554-45.2% | $9,284-96.7% | $521-41.8% |