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.6+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $22,489 |
SANSOME STREET APPRAISERS, INC.6+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $12,000 |
STROHM BALLWEG LLP6+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $8,600 |
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 | $124,663 | $66,528+87.4% | $86,874+43.5% | $86,799+43.6% |
| Participation rate | 97.3% | 72.4%+25.0pp | 71.6%+25.7pp | 72.3%+25.1pp |
| Annual return | 10.83% | 19.56%-8.7pp | 63.52%-52.7pp | 97.91%-87.1pp |
| Employer contribution / active EE | $9,397 | $2,007+368.2% | $2,495+276.6% | $2,405+290.7% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $3,699-100.0% | $4,131-100.0% |
| Admin fee / account holder | $96 | $148-35.2% | $5,828-98.4% | $170-43.4% |