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.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $38,422 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Account maintenance fees; Claims proc... | $8,050 |
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 | $169,999 | $80,753+110.5% | $136,294+24.7% | $62,292+172.9% |
| Participation rate | 88.2% | 73.5%+14.7pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 16.85% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,373 | $2,884-52.4% | $4,695-70.8% | $2,042-32.8% |
| Participant deferral / active EE | $7,668 | $5,164+48.5% | $6,247+22.7% | $3,169+142.0% |
| Admin fee / account holder | $251 | $525-52.2% | $9,243-97.3% | $479-47.6% |