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 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $32,542 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Account maintenance fees; Claims proc... | $13,094 |
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 | $166,494 | $89,652+85.7% | $141,162+17.9% | $65,185+155.4% |
| Participation rate | 90.8% | 74.7%+16.1pp | 82.5%+8.4pp | 70.2%+20.6pp |
| Annual return | 15.38% | 32.79%-17.4pp | 71.39%-56.0pp | 29.38%-14.0pp |
| Employer contribution / active EE | $1,422 | $3,065-53.6% | $4,735-70.0% | $2,177-34.7% |
| Participant deferral / active EE | $7,809 | $5,691+37.2% | $6,709+16.4% | $3,514+122.2% |
| Admin fee / account holder | $292 | $569-48.7% | $10,261-97.2% | $847-65.6% |