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 |
|---|---|---|
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES, LLC Service code 27 · EIN 01-0494526 | Advisory (Plan) | $9,575 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $3,600 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $50,367 | $198,466-74.6% | $170,442-70.4% | $147,584-65.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.16% | 257.29%-245.1pp | 205.93%-193.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $3,117 | $6,184-49.6% | $5,433-42.6% | $4,876-36.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $124 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |