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: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,016 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $10,468 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $5,075 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,238 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $2,288 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,384 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,346 | $101,317-47.3% | $146,958-63.7% | $74,495-28.4% |
| Participation rate | 85.3% | 75.5%+9.7pp | 82.2%+3.1pp | 67.2%+18.1pp |
| Annual return | 19.06% | 8730.91%-8711.8pp | 418.34%-399.3pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $546 | $3,810-85.7% | $4,933-88.9% | $2,623-79.2% |
| Participant deferral / active EE | $2,948 | $7,303-59.6% | $8,070-63.5% | $4,346-32.2% |
| Admin fee / account holder | $197 | $1,739-88.7% | $12,998-98.5% | $1,942-89.9% |