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.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES Service code 12 · EIN 62-1868111 | Recordkeeping and information managem... | $6,345 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $81,711 | $50,106+63.1% | $70,014+16.7% | $57,658+41.7% |
| Participation rate | 71.9% | 70.9%+1.0pp | 71.8%0pp | 70.2%+1.6pp |
| Annual return | 11.44% | 14.58%-3.1pp | 12.99%-1.5pp | 5.13%+6.3pp |
| Employer contribution / active EE | $1,154 | $1,739-33.6% | $2,338-50.6% | $1,974-41.5% |
| Participant deferral / active EE | $4,075 | $2,486+63.9% | $2,931+39.0% | $3,061+33.1% |
| Admin fee / account holder | $85 | $89-4.8% | $4,380-98.1% | $95-10.2% |