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.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $57,984 |
MALONEY & NOVOTNY LLC4+ years Service code 10 · EIN 34-0677006 | Accounting | $10,950 |
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 | $67,480 | $80,005-15.7% | $140,016-51.8% | $55,725+21.1% |
| Participation rate | 97.0% | 87.0%+10.0pp | 87.5%+9.5pp | 70.9%+26.1pp |
| Annual return | -5.20% | 0.46%-5.7pp | 651.12%-656.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,768 | $3,403-18.7% | $5,606-50.6% | $2,078+33.2% |
| Participant deferral / active EE | $7,506 | $5,264+42.6% | $6,927+8.4% | $3,356+123.7% |
| Admin fee / account holder | $56 | $116-51.7% | $10,705-99.5% | $115-51.5% |