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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 12 · EIN 04-3046611 | Recordkeeping and information managem... | $10,000 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Trustee (dire... | $5,170 |
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 | $85,846 | $55,002+56.1% | $59,878+43.4% | $56,287+52.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -4.85% | 1.13%-6.0pp | 3.46%-8.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,902 | $2,448+100.3% | $2,722+80.1% | $2,111+132.2% |
| Participant deferral / active EE | $7,695 | $3,121+146.6% | $3,402+126.2% | $3,350+129.7% |
| Admin fee / account holder | $51 | $236-78.3% | $3,590-98.6% | $521-90.2% |