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.3 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $91,213 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $19,967 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $13,000 |
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 | $117,581 | $80,005+47.0% | $140,016-16.0% | $55,725+111.0% |
| Participation rate | 97.7% | 87.0%+10.7pp | 87.5%+10.2pp | 70.9%+26.8pp |
| Annual return | -4.63% | 0.46%-5.1pp | 651.12%-655.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $6,168 | $3,403+81.3% | $5,606+10.0% | $2,078+196.8% |
| Participant deferral / active EE | $6,761 | $5,264+28.4% | $6,927-2.4% | $3,356+101.5% |
| Admin fee / account holder | $93 | $116-19.2% | $10,705-99.1% | $115-18.9% |