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.8+ years Service code 12 · EIN 27-2037969 | Trustee (bank, trust company, or simi... | $28,976 |
STRATEGIC WEALTH PARTNERS3 years Service code 26 11270 W PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $27,751 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 20 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Trustee (directed); Trustee (discreti... | $9,454 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,954 | $99,078-49.6% | $96,544-48.3% | $74,419-32.9% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.0%+18.7pp | 70.7%+24.0pp |
| Annual return | 17.22% | 22.48%-5.3pp | 25.84%-8.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,743 | $2,570-32.2% | $2,965-41.2% | $2,637-33.9% |
| Participant deferral / active EE | $3,536 | $4,933-28.3% | $4,851-27.1% | $4,528-21.9% |
| Admin fee / account holder | $197 | $225-12.3% | $8,252-97.6% | $348-43.4% |