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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
CORPORATE BENEFIT SYSTEMS5+ years Filed as: CORPORATE BENEFIT SYSTEMS, INC. Service code 15 · EIN 22-3954919 1011 BRIOSO DR SUITE 109 · COSTA MESA, CA 92627 | Recordkeeping | $27,804 |
NEWPORT GROUP, INC.1 year Service code 64 · EIN 27-2037969 2001 NORTH MAIN STREET, SUITE 500 · WALNUT CREEK, CA 94596 | Recordkeeping Fees | $6,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,239 | $51,620-6.5% | $90,281-46.6% | $65,185-26.0% |
| Participation rate | 56.9% | 68.6%-11.8pp | 73.3%-16.4pp | 70.2%-13.3pp |
| Annual return | 20.50% | 24.94%-4.4pp | 78.10%-57.6pp | 29.38%-8.9pp |
| Employer contribution / active EE | $3,112 | $2,235+39.2% | $2,854+9.0% | $2,177+43.0% |
| Participant deferral / active EE | $1,594 | $2,871-44.5% | $3,885-59.0% | $3,514-54.6% |
| Admin fee / account holder | $491 | $384+27.7% | $5,351-90.8% | $847-42.1% |