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 |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 28 10 EAST DOLY STREET · MADISON, WI 53701 | Investment Management | $34,705 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,913 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 | Account maintenance fees; Claims proc... | $13,646 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST CO. Service code 12 · EIN 27-4411131 | Trustee (directed); Account maintenan... | $0 |
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 | $69,289 | $107,378-35.5% | $108,579-36.2% | $57,658+20.2% |
| Participation rate | 83.1% | 77.1%+6.0pp | 79.6%+3.5pp | 70.2%+12.9pp |
| Annual return | 8.07% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,922 | $1,782+7.8% | $3,758-48.9% | $1,974-2.6% |
| Participant deferral / active EE | $3,352 | $3,221+4.1% | $4,311-22.2% | $3,061+9.5% |
| Admin fee / account holder | $142 | $108+30.9% | $7,645-98.1% | $95+50.2% |