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.4 years Service code 13 · EIN 62-1891811 3201 34TH STREET SOUTH · ST PETERSBURG, FL 33711 | Contract Administrator | $29,930 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $18,583 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 500 SALEM STREET · SMITHFIELD, RI 02917 | Securities Custodian | $5,525 |
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 | $28,870 | $62,928-54.1% | $172,739-83.3% | $67,579-57.3% |
| Participation rate | 83.6% | 64.5%+19.2pp | 82.6%+1.0pp | 71.3%+12.3pp |
| Annual return | 20.07% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $903 | $1,636-44.8% | $5,143-82.4% | $2,148-57.9% |
| Participant deferral / active EE | $1,576 | $2,145-26.5% | $5,198-69.7% | $3,539-55.5% |
| Admin fee / account holder | $72 | $167-56.7% | $13,954-99.5% | $142-49.3% |