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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $65,077 |
MARCUM LLP5 years Service code 10 · EIN 11-1986323 | Accounting | $41,167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,191 | $56,152+94.5% | $185,823-41.2% | $73,409+48.7% |
| Participation rate | 97.2% | 67.6%+29.6pp | 78.0%+19.2pp | 72.2%+25.0pp |
| Annual return | 16.49% | 17.59%-1.1pp | 35.95%-19.5pp | 59.29%-42.8pp |
| Employer contribution / active EE | $2,920 | $1,532+90.7% | $4,087-28.6% | $2,234+30.7% |
| Participant deferral / active EE | $9,196 | $3,659+151.3% | $5,632+63.3% | $3,805+141.6% |
| Admin fee / account holder | $186 | $132+41.2% | $9,500-98.0% | $158+18.1% |