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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $23,988 |
DK WEIS & ASSOCIATES PLLC1+ years Service code 10 · EIN 30-0022324 | Accounting | $6,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,641 | $50,898-81.1% | $171,082-94.4% | $55,167-82.5% |
| Participation rate | 93.5% | 63.3%+30.2pp | 76.7%+16.8pp | 69.0%+24.5pp |
| Annual return | 11.14% | 15.34%-4.2pp | 32.56%-21.4pp | 169.23%-158.1pp |
| Employer contribution / active EE | $345 | $1,433-75.9% | $4,002-91.4% | $1,963-82.4% |
| Participant deferral / active EE | $1,642 | $2,994-45.2% | $4,797-65.8% | $3,054-46.2% |
| Admin fee / account holder | $41 | $500-91.7% | $8,520-99.5% | $504-91.8% |