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 8-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.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,837 |
RTD FINANCIAL ADVISORS, INC.1+ years Filed as: RTD FINANCIAL ADVISORS Service code 27 · EIN 22-2446145 | Advisory (Plan) | $16,202 |
THE MANDMARBLESTONE GROUP LLC1+ years Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 20-4780677 | Recordkeeping | $8,696 |
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 | $26,508 | $73,102-63.7% | $123,544-78.5% | $56,287-52.9% |
| Participation rate | 90.1% | 74.3%+15.8pp | 82.3%+7.8pp | 69.9%+20.3pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.20%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,508 | $2,977-49.4% | $4,628-67.4% | $2,111-28.6% |
| Participant deferral / active EE | $3,881 | $5,423-28.4% | $6,426-39.6% | $3,350+15.9% |
| Admin fee / account holder | $110 | $554-80.2% | $9,284-98.8% | $521-78.9% |