See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PATHWAY FINANCIAL ADVISORS, LLC9+ years Service code 28 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Investment Management | $37,758 |
NEWPORT GROUP, INC.9+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 62-1868111 13925 BALLANTYNE CORPORATE PLAZA · CHARLOTTE, NC 28277 | Recordkeeping | $29,906 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,799 | $89,282-37.5% | $94,646-41.0% | $74,419-25.0% |
| Participation rate | 73.3% | 82.4%-9.2pp | 80.8%-7.6pp | 70.7%+2.5pp |
| Annual return | 57.55% | 25.96%+31.6pp | 156.71%-99.2pp | 34.38%+23.2pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,001 | $8,425-64.4% | $7,418-59.5% | $4,528-33.7% |
| Admin fee / account holder | $225 | $219+3.1% | $7,231-96.9% | $348-35.2% |