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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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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 |
|---|---|---|
WESTPORT CAPITAL MARKETS, LLC1+ years Service code 15 · EIN 06-1459306 | Recordkeeping | $13,439 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,832 | $46,732-42.6% | $156,549-82.9% | $55,167-51.4% |
| Participation rate | 97.1% | 65.8%+31.3pp | 84.0%+13.1pp | 69.0%+28.1pp |
| Annual return | -2.79% | 17.72%-20.5pp | 32.23%-35.0pp | 169.23%-172.0pp |
| Employer contribution / active EE | $2,823 | $2,105+34.1% | $5,501-48.7% | $1,963+43.8% |
| Participant deferral / active EE | $2,857 | $2,204+29.6% | $4,871-41.3% | $3,054-6.5% |
| Admin fee / account holder | $83 | $418-80.2% | $13,027-99.4% | $504-83.5% |