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 15 · EIN 27-2037969 | Recordkeeping | $19,044 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $7,174 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD Service code 33 1 NORTH MAIN STREET · JANESVILLE, WI 53545 | Securities brokerage; Distribution (1... | $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 | $75,877 | $58,083+30.6% | $80,019-5.2% | $56,287+34.8% |
| Participation rate | 82.6% | 73.6%+9.0pp | 75.8%+6.8pp | 69.9%+12.8pp |
| Annual return | 10.32% | 34.61%-24.3pp | 11.22%-0.9pp | -9.96%+20.3pp |
| Employer contribution / active EE | $5,118 | $1,932+164.9% | $2,468+107.4% | $2,111+142.4% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $21 | $623-96.7% | $6,521-99.7% | $521-96.1% |