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 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $34,057 |
RELIANCE TRUST COMPANY3+ years Service code 12 · EIN 58-1428634 | Trustee (directed); Distribution (12b... | $14,007 |
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 | $56,002 | $69,305-19.2% | $82,313-32.0% | $69,631-19.6% |
| Participation rate | 98.0% | 80.3%+17.8pp | 76.9%+21.1pp | 70.7%+27.3pp |
| Annual return | 30.22% | 21.47%+8.8pp | 25.88%+4.3pp | 27571.02%-27540.8pp |
| Employer contribution / active EE | $1,755 | $1,887-7.0% | $2,428-27.7% | $2,032-13.6% |
| Participant deferral / active EE | $3,054 | $3,568-14.4% | $3,706-17.6% | $3,224-5.2% |
| Admin fee / account holder | $8 | $97-91.5% | $5,608-99.9% | $110-92.5% |