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 26 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Advisory (Participants) | $45,516 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 21 · EIN 27-2037969 13925 BALLANTYNE STE 500 · CHARLOTTE, SC 28277 | Bank Trustee | $42,974 |
Service code 10 · EIN 38-3084880 29200 NORTHWESTERN HWY · SOUTHFIELD, MI 48034 | Accounting | $27,650 |
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 | $35,342 | $52,670-32.9% | $90,404-60.9% | $73,409-51.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 13.17% | 20.70%-7.5pp | 1293.02%-1279.8pp | 59.29%-46.1pp |
| Employer contribution / active EE | $791 | $1,872-57.7% | $3,262-75.7% | $2,234-64.6% |
| Participant deferral / active EE | $1,159 | $2,807-58.7% | $3,963-70.8% | $3,805-69.6% |
| Admin fee / account holder | $206 | $117+76.0% | $5,611-96.3% | $158+30.2% |