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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL Service code 26 1160 N TOWN CENTER DRIVE · LAS VEGAS, NV 89144 | Advisory (Participants) | $13,822 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $7,945 |
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 | $66,183 | $91,552-27.7% | $133,956-50.6% | $79,858-17.1% |
| Participation rate | 70.8% | 73.3%-2.5pp | 79.8%-9.0pp | 69.6%+1.2pp |
| Annual return | 7.70% | 61.85%-54.1pp | 45.09%-37.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,063 | $2,384-13.4% | $3,919-47.4% | $2,471-16.5% |
| Participant deferral / active EE | $3,876 | $3,733+3.8% | $5,048-23.2% | $3,740+3.6% |
| Admin fee / account holder | $258 | $6,321-95.9% | $8,927-97.1% | $5,306-95.1% |