See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,244 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT CAPITAL Service code 22 12 BROAD STREET 5TH FLOOR · RED BANK, NJ 07701 | Insurance Broker | $60,620 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 27 PO BOX 734602 · CHICAGO, IL 60673 | Advisory (Plan) | $59,384 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,456 | $50,982-20.6% | $154,803-73.9% | $85,563-52.7% |
| Participation rate | 70.2% | 59.8%+10.4pp | 78.1%-7.9pp | 66.0%+4.2pp |
| Annual return | 11.49% | 30.35%-18.9pp | 58.88%-47.4pp | 31.51%-20.0pp |
| Employer contribution / active EE | $1,742 | $1,708+2.0% | $4,305-59.5% | $2,654-34.4% |
| Participant deferral / active EE | $2,366 | $2,474-4.4% | $5,540-57.3% | $4,375-45.9% |
| Admin fee / account holder | $258 | $846-69.5% | $14,329-98.2% | $834-69.0% |