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 |
|---|---|---|
BEKAERT LLP1 year Service code 10 PO BOX 25549 · RICHMOND, VA 23260 | Accounting | $10,500 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,006 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,399 | $44,984-1.3% | $85,009-47.8% | $74,546-40.4% |
| Participation rate | 82.0% | 49.4%+32.6pp | 67.5%+14.5pp | 67.2%+14.8pp |
| Annual return | 25.10% | 26.25%-1.1pp | 66.47%-41.4pp | 1366.03%-1340.9pp |
| Employer contribution / active EE | $1,813 | $1,458+24.4% | $2,728-33.5% | $2,624-30.9% |
| Participant deferral / active EE | $2,674 | $2,733-2.2% | $4,522-40.9% | $4,347-38.5% |
| Admin fee / account holder | $147 | $2,208-93.3% | $6,153-97.6% | $1,944-92.4% |