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.5 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $145,581 |
ASCENSUS LLC1 year Filed as: CAPFINANCIALS PARTNERS, LLC Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $42,973 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,317 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $6,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,873 | $53,932-65.0% | $134,143-85.9% | $90,288-79.1% |
| Participation rate | 95.8% | 60.4%+35.4pp | 72.2%+23.6pp | 73.4%+22.4pp |
| Annual return | 13.31% | 23.16%-9.8pp | 36.33%-23.0pp | 53.97%-40.7pp |
| Employer contribution / active EE | $915 | $1,611-43.2% | $3,704-75.3% | $2,524-63.7% |
| Participant deferral / active EE | $2,290 | $2,432-5.8% | $3,499-34.5% | $4,232-45.9% |
| Admin fee / account holder | $107 | $104+3.4% | $6,684-98.4% | $114-6.1% |