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 7-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 15 · EIN 27-2037969 | Recordkeeping | $90,029 |
SCHNEIDER DOWNS & CO., INC.5 years Filed as: SCHNEIDER DOWNS AND CO., INC. Service code 10 · EIN 25-1408703 | Accounting | $44,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,914 | $56,485-6.3% | $185,823-71.5% | $86,799-39.0% |
| Participation rate | 70.1% | 65.5%+4.6pp | 81.7%-11.6pp | 72.3%-2.2pp |
| Annual return | 15.95% | 118.04%-102.1pp | 122.05%-106.1pp | 97.91%-82.0pp |
| Employer contribution / active EE | $1,090 | $1,843-40.9% | $5,167-78.9% | $2,405-54.7% |
| Participant deferral / active EE | $2,549 | $2,553-0.2% | $5,568-54.2% | $4,131-38.3% |
| Admin fee / account holder | $144 | $150-3.5% | $16,237-99.1% | $170-14.9% |