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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $132,350 |
CENTRAL DATA SERVICES5 years Service code 13 · EIN 25-1352803 | Contract Administrator | $49,941 |
Service code 27 · EIN 25-1590035 | Advisory (Plan) | $17,000 |
JUBELIRER PASS & INTRIERI P.C.6+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 | Legal | $16,762 |
THE SEGAL COMPANY6+ years Service code 16 · EIN 13-1975125 | Consulting | $15,000 |
DICLAUDIO & KRAMER, LLC5 years Service code 10 · EIN 27-0889793 | Accounting | $14,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,410 | $91,517-7.8% | $101,248-16.6% | $73,409+15.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 15.60% | 17.17%-1.6pp | 46.47%-30.9pp | 59.29%-43.7pp |
| Employer contribution / active EE | $3,166 | $2,877+10.1% | $3,660-13.5% | $2,234+41.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $223 | $216+3.3% | $5,945-96.2% | $158+41.3% |