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 15 · EIN 27-2037969 | Recordkeeping | $24,645 |
PNC BANK, N.A.5+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $21,279 |
BKD, LLP1 year Filed as: BKD Service code 10 400 CROSS POINTE BLVD · EVANSVILLE, IN 477040628 | Accounting | $10,608 |
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 | $65,280 | $66,310-1.6% | $93,606-30.3% | $65,185+0.1% |
| Participation rate | 81.0% | 74.0%+7.0pp | 75.8%+5.1pp | 70.2%+10.8pp |
| Annual return | 20.48% | 42.58%-22.1pp | 32.76%-12.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,917 | $2,012-4.7% | $2,718-29.5% | $2,177-11.9% |
| Participant deferral / active EE | $2,826 | $3,342-15.4% | $4,069-30.5% | $3,514-19.6% |
| Admin fee / account holder | $255 | $6,897-96.3% | $7,888-96.8% | $847-69.9% |