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.5 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $51,828 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,619 | $101,499+177.5% | $147,005+91.6% | $74,546+277.8% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.2%+7.8pp | 67.2%+22.8pp |
| Annual return | 14.56% | 8732.34%-8717.8pp | 418.76%-404.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $6,229 | $3,811+63.4% | $4,934+26.2% | $2,624+137.3% |
| Participant deferral / active EE | $12,513 | $7,304+71.3% | $8,070+55.1% | $4,347+187.8% |
| Admin fee / account holder | $399 | $1,748-77.2% | $13,006-96.9% | $1,944-79.5% |