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.5 years Service code 13 · EIN 62-1891811 3201 34TH STREET SOUTH · ST PETERSBURG, FL 33711 | Contract Administrator | $50,251 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $18,795 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 500 SALEM STREET · SMITHFIELD, RI 02917 | Securities Custodian | $1,478 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,067 | $52,293-29.1% | $178,490-79.2% | $73,409-49.5% |
| Participation rate | 94.2% | 65.3%+28.8pp | 81.9%+12.2pp | 72.2%+22.0pp |
| Annual return | 20.19% | 34.75%-14.6pp | 151.07%-130.9pp | 59.29%-39.1pp |
| Employer contribution / active EE | $1,007 | $1,735-42.0% | $5,011-79.9% | $2,234-54.9% |
| Participant deferral / active EE | $1,706 | $2,332-26.9% | $5,202-67.2% | $3,805-55.2% |
| Admin fee / account holder | $177 | $127+39.2% | $13,984-98.7% | $158+12.3% |