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.4+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $22,528 |
SANSOME STREET APPRAISERS, INC.4+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $12,334 |
STROHM BALLWEG LLP4+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $8,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,168 | $55,790+93.9% | $76,817+40.8% | $67,579+60.1% |
| Participation rate | 92.5% | 71.1%+21.5pp | 72.1%+20.5pp | 71.3%+21.3pp |
| Annual return | 6.15% | 64.45%-58.3pp | 1166.11%-1160.0pp | 378.56%-372.4pp |
| Employer contribution / active EE | $4,720 | $1,810+160.8% | $2,302+105.0% | $2,148+119.8% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,336-100.0% | $3,539-100.0% |
| Admin fee / account holder | $99 | $159-37.9% | $6,420-98.5% | $142-30.5% |