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 13 · EIN 27-2037969 | Contract Administrator | $81,098 |
ASCENSUS LLC4 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $30,988 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $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 | $56,033 | $52,293+7.2% | $178,490-68.6% | $73,409-23.7% |
| Participation rate | 97.3% | 65.3%+31.9pp | 81.9%+15.3pp | 72.2%+25.1pp |
| Annual return | 17.36% | 34.75%-17.4pp | 151.07%-133.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $3,584 | $1,735+106.5% | $5,011-28.5% | $2,234+60.5% |
| Participant deferral / active EE | $5,380 | $2,332+130.7% | $5,202+3.4% | $3,805+41.4% |
| Admin fee / account holder | $108 | $127-15.1% | $13,984-99.2% | $158-31.6% |