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 |
|---|---|---|
Service code 27 14323 S. OUTER 40 DR. · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $20,446 |
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,510 |
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 | $39,656 | $38,365+3.4% | $84,611-53.1% | $65,185-39.2% |
| Participation rate | 89.9% | 55.7%+34.3pp | 68.2%+21.7pp | 70.2%+19.7pp |
| Annual return | 22.85% | 32.00%-9.1pp | 258.74%-235.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,210 | $1,258-3.8% | $2,652-54.4% | $2,177-44.4% |
| Participant deferral / active EE | $2,492 | $2,278+9.4% | $3,899-36.1% | $3,514-29.1% |
| Admin fee / account holder | $223 | $451-50.7% | $4,912-95.5% | $847-73.7% |