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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Sub-transfer agency fees; Recordkeepi... | $193,332 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $10,695 |
WILMINGTON TRUST1+ years Service code 12 · EIN 51-0099033 | Claims processing; Trustee (directed)... | $7,885 |
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 | $17,168 | $34,220-49.8% | $73,843-76.8% | $59,188-71.0% |
| Participation rate | 86.4% | 59.1%+27.3pp | 73.4%+12.9pp | 69.4%+17.0pp |
| Annual return | -1.13% | 3.36%-4.5pp | 2267.84%-2269.0pp | 5.51%-6.6pp |
| Employer contribution / active EE | $280 | $1,480-81.1% | $2,787-90.0% | $2,098-86.7% |
| Participant deferral / active EE | $1,656 | $2,035-18.6% | $3,583-53.8% | $3,265-49.3% |
| Admin fee / account holder | $88 | $64+37.7% | $4,880-98.2% | $92-4.3% |