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 |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $66,958 |
ASCENSUS LLC4 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 26 · EIN 90-0142264 | Advisory (Participants) | $6,454 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $76,907 | $52,293+47.1% | $178,490-56.9% | $73,409+4.8% |
| Participation rate | 69.8% | 65.3%+4.4pp | 81.9%-12.2pp | 72.2%-2.4pp |
| Annual return | 13.39% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $105 | $127-17.7% | $13,984-99.3% | $158-33.6% |