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.5+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $22,435 |
SANSOME STREET APPRAISERS, INC.5+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $12,000 |
STROHM BALLWEG LLP5+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $8,300 |
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 | $114,201 | $61,473+85.8% | $81,930+39.4% | $73,409+55.6% |
| Participation rate | 93.2% | 72.4%+20.8pp | 72.0%+21.2pp | 72.2%+21.0pp |
| Annual return | 9.80% | 28.26%-18.5pp | 29.49%-19.7pp | 59.29%-49.5pp |
| Employer contribution / active EE | $6,943 | $1,898+265.9% | $4,310+61.1% | $2,234+210.8% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,107-100.0% | $3,805-100.0% |
| Admin fee / account holder | $97 | $125-22.9% | $5,158-98.1% | $158-38.7% |