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.3 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $101,844 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $21,361 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $14,207 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $13,624 |
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 | $40,400 | $37,196+8.6% | $154,107-73.8% | $55,725-27.5% |
| Participation rate | 97.2% | 64.1%+33.1pp | 83.0%+14.2pp | 70.9%+26.4pp |
| Annual return | -4.13% | 1319.68%-1323.8pp | 735.12%-739.2pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,854 | $1,614+14.9% | $5,298-65.0% | $2,078-10.8% |
| Participant deferral / active EE | $4,520 | $2,068+118.5% | $5,081-11.0% | $3,356+34.7% |
| Admin fee / account holder | $149 | $102+46.2% | $13,411-98.9% | $115+29.0% |