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.1 year Service code 37 · EIN 27-2037969 | Loan Processing | $293,902 |
BAKER & HOSTETLER LLP1 year Service code 29 PO BOX 70189 · CLEVELAND, OH 441900189 | Legal | $283,296 |
Filed as: OXFORD FINANCIAL GROUP, LTD. Service code 27 PO BOX 80238 · INDIANPOLIS, IN 46280 | Advisory (Plan) | $219,990 |
NYHART11+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $185,130 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $96,079 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 282602828 | Accounting | $30,347 |
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 | $98,951 | $102,872-3.8% | $136,749-27.6% | $102,872-3.8% |
| Participation rate | 79.0% | 73.0%+6.0pp | 72.1%+6.9pp | 73.0%+6.0pp |
| Annual return | 15.44% | 19.06%-3.6pp | 24.33%-8.9pp | 19.06%-3.6pp |
| Employer contribution / active EE | $3,085 | $3,526-12.5% | $3,400-9.2% | $3,526-12.5% |
| Participant deferral / active EE | $4,552 | $5,535-17.8% | $4,692-3.0% | $5,535-17.8% |
| Admin fee / account holder | $222 | $292-23.9% | $11,386-98.0% | $292-23.9% |