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.6 years Service code 15 · EIN 27-2037969 35 IRON POINTE CIRCLE, SUITE 300 · FOLSOM, CA 95630 | Recordkeeping | $25,415 |
THE CONESTOGA GROUP10+ years Service code 26 · EIN 23-2472585 601 SWEDESFORD ROAD · FRAZER, PA 19355 | Advisory (Participants) | $18,457 |
Service code 17 · EIN 22-2250214 215 WEST CHURCH ROAD · KING OF PRUSSIA, PA 19406 | Pension Consulting | $10,794 |
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 | $94,207 | $50,815+85.4% | $155,509-39.4% | $77,643+21.3% |
| Participation rate | 80.6% | 63.1%+17.5pp | 78.2%+2.4pp | 70.6%+10.0pp |
| Annual return | 13.65% | 34.80%-21.2pp | 64.67%-51.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $4,152 | $1,993+108.4% | $4,672-11.1% | $2,726+52.3% |
| Participant deferral / active EE | $4,405 | $2,822+56.1% | $5,626-21.7% | $4,647-5.2% |
| Admin fee / account holder | $118 | $437-72.9% | $15,912-99.3% | $430-72.5% |