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 13 · EIN 27-2037969 | Contract Administrator | $25,001 |
COUNTRY TRUST BANK8+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $6,462 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,581 | $86,655-61.2% | $119,609-71.9% | $66,914-49.8% |
| Participation rate | 71.8% | 75.6%-3.8pp | 79.3%-7.5pp | 69.8%+2.0pp |
| Annual return | -16.45% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $451 | $2,536-82.2% | $4,232-89.4% | $2,544-82.3% |
| Participant deferral / active EE | $2,387 | $4,358-45.2% | $5,602-57.4% | $4,237-43.7% |
| Admin fee / account holder | $211 | $755-72.0% | $10,323-98.0% | $593-64.4% |