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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $146,940 |
BRONFMAN E.L. ROTHSCHILD5+ years Service code 28 · EIN 39-1908691 | Investment Management | $42,867 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,883 | $55,790-37.5% | $76,817-54.6% | $67,579-48.4% |
| Participation rate | 89.1% | 71.1%+18.0pp | 72.1%+17.1pp | 71.3%+17.9pp |
| Annual return | 24.86% | 64.45%-39.6pp | 1166.11%-1141.3pp | 378.56%-353.7pp |
| Employer contribution / active EE | $2,621 | $1,810+44.8% | $2,302+13.8% | $2,148+22.0% |
| Participant deferral / active EE | $3,793 | $2,875+31.9% | $3,336+13.7% | $3,539+7.2% |
| Admin fee / account holder | $176 | $159+10.6% | $6,420-97.3% | $142+23.7% |