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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,432 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $6,602 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD Service code 33 1 NORTH MAIN STREET · JANESVILLE, WI 53545 | Distribution (12b-1) fees; Securities... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,425 | $63,299+14.4% | $91,001-20.4% | $62,292+16.3% |
| Participation rate | 85.0% | 73.3%+11.7pp | 75.6%+9.4pp | 69.5%+15.4pp |
| Annual return | 15.53% | 20.99%-5.5pp | 4.60%+10.9pp | 28.90%-13.4pp |
| Employer contribution / active EE | $5,741 | $1,807+217.8% | $2,456+133.8% | $2,042+181.1% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $20 | $468-95.7% | $5,417-99.6% | $479-95.8% |