Filed September 14, 2023
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.7+ years Service code 37 · EIN 27-2037969 | Loan Processing | $19,165 |
AMERICAN FUNDS7+ years Service code 10 · EIN 95-6817943 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,572 | $47,722-67.4% | $82,719-81.2% | $64,808-76.0% |
| Participation rate | 85.1% | 67.6%+17.4pp | 72.6%+12.5pp | 71.5%+13.6pp |
| Annual return | -12.96% | -13.05%+0.1pp | 701.18%-714.1pp | 32.82%-45.8pp |
| Employer contribution / active EE | $746 | $2,179-65.8% | $3,009-75.2% | $2,506-70.2% |
| Participant deferral / active EE | $725 | $3,329-78.2% | $4,395-83.5% | $4,310-83.2% |
| Admin fee / account holder | $71 | $143-50.1% | $5,329-98.7% | $188-62.0% |