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 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $27,095 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $6,999 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $88,789 | $44,221+100.8% | $121,196-26.7% | $56,287+57.7% |
| Participation rate | 87.8% | 61.1%+26.8pp | 71.7%+16.1pp | 69.9%+18.0pp |
| Annual return | -8.15% | -3.58%-4.6pp | 16.93%-25.1pp | -9.96%+1.8pp |
| Employer contribution / active EE | $9,588 | $1,480+547.9% | $4,022+138.4% | $2,111+354.2% |
| Participant deferral / active EE | $6,360 | $2,521+152.2% | $3,344+90.2% | $3,350+89.9% |
| Admin fee / account holder | $8 | $480-98.4% | $5,019-99.8% | $521-98.5% |