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 3-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.1 year Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $14,355 |
RELIANCE TRUST COMPANY2+ years Service code 12 · EIN 58-1428634 | Trustee (directed); Distribution (12b... | $2,145 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,482 | $60,349-67.7% | $74,183-73.7% | $62,891-69.0% |
| Participation rate | 93.2% | 72.7%+20.5pp | 76.6%+16.6pp | 69.3%+23.9pp |
| Annual return | 2.65% | 21.37%-18.7pp | 17.74%-15.1pp | 20.14%-17.5pp |
| Employer contribution / active EE | $306 | $1,680-81.8% | $2,370-87.1% | $2,281-86.6% |
| Participant deferral / active EE | $953 | $2,856-66.6% | $3,550-73.1% | $3,203-70.2% |
| Admin fee / account holder | $133 | $4,261-96.9% | $5,586-97.6% | $4,296-96.9% |