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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $251,898 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 70 P.O. BOX 116223 · ATLANTA, GA 303686223 | Consulting Fees | $57,551 |
THE PRINT AUTHORITY2+ years Service code 50 7103-B CROSSROADS BLVD. · BRENTWOOD, TN 37027 | Direct Payment | $17,549 |
CROWE LLP2+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $14,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,937 | $35,463-18.4% | $69,182-58.2% | $329,111-91.2% |
| Participation rate | 9.6% | 34.6%-25.0pp | 55.1%-45.5pp | 67.9%-58.3pp |
| Annual return | 6.51% | 7.72%-1.2pp | -21.93%+28.4pp | 16.35%-9.8pp |
| Employer contribution / active EE | $45 | $449-90.0% | $1,206-96.3% | $2,303-98.0% |
| Participant deferral / active EE | $197 | $1,018-80.6% | $1,897-89.6% | $3,682-94.6% |
| Admin fee / account holder | $120 | $64+85.7% | $2,697-95.6% | $754-84.1% |