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) | $24,386 |
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,084 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,390 | $43,133+0.6% | $89,391-51.5% | $73,488-41.0% |
| Participation rate | 90.7% | 55.0%+35.7pp | 68.0%+22.7pp | 70.7%+20.0pp |
| Annual return | 12.30% | 135.66%-123.4pp | 245.62%-233.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,139 | $1,438-20.8% | $2,586-55.9% | $2,270-49.8% |
| Participant deferral / active EE | $2,355 | $2,445-3.7% | $3,890-39.5% | $3,740-37.0% |
| Admin fee / account holder | $263 | $444-40.7% | $4,881-94.6% | $513-48.7% |