See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS2 years Filed as: ANCORA GROUP, INC. Service code 27 · EIN 27-1506603 | Advisory (Plan) | $36,079 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $18,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,008 | $99,957-40.0% | $149,696-59.9% | $73,488-18.3% |
| Participation rate | 88.8% | 75.7%+13.1pp | 82.5%+6.3pp | 70.7%+18.1pp |
| Annual return | 16.07% | 53.87%-37.8pp | 276.60%-260.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $894 | $3,191-72.0% | $4,644-80.7% | $2,270-60.6% |
| Participant deferral / active EE | $5,807 | $6,073-4.4% | $6,842-15.1% | $3,740+55.3% |
| Admin fee / account holder | $295 | $551-46.5% | $9,309-96.8% | $513-42.6% |