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.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $18,459 |
MARCUM LLP2+ years Service code 10 · EIN 11-1986323 | Accounting | $12,500 |
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 | $133,557 | $58,726+127.4% | $92,233+44.8% | $62,292+114.4% |
| Participation rate | 80.6% | 68.3%+12.2pp | 76.5%+4.1pp | 69.5%+11.0pp |
| Annual return | 13.49% | 43.62%-30.1pp | 176.28%-162.8pp | 28.90%-15.4pp |
| Employer contribution / active EE | $2,364 | $2,392-1.2% | $3,679-35.7% | $2,042+15.8% |
| Participant deferral / active EE | $5,655 | $2,766+104.5% | $3,897+45.1% | $3,169+78.4% |
| Admin fee / account holder | $131 | $556-76.4% | $5,194-97.5% | $479-72.6% |