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.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,482 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD Service code 33 1 NORTH MAIN STREET · JANESVILLE, WI 53545 | Securities brokerage; Distribution (1... | $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 | $67,450 | $56,629+19.1% | $77,999-13.5% | $55,167+22.3% |
| Participation rate | 78.6% | 73.3%+5.3pp | 75.5%+3.1pp | 69.0%+9.6pp |
| Annual return | 10.55% | 2866.98%-2856.4pp | 425.96%-415.4pp | 169.23%-158.7pp |
| Employer contribution / active EE | $3,842 | $1,723+123.0% | $2,470+55.5% | $1,963+95.8% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $18 | $467-96.1% | $5,480-99.7% | $504-96.4% |