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.7+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $22,606 |
SANSOME STREET APPRAISERS, INC.7+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $12,500 |
STROHM BALLWEG LLP7+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $8,900 |
Filed as: CHARLES SCHWAB TRUST Service code 21 · EIN 82-3967259 | Bank Trustee | $8,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,851 | $56,503+131.6% | $70,092+86.7% | $64,808+101.9% |
| Participation rate | 95.0% | 70.5%+24.5pp | 70.5%+24.5pp | 71.5%+23.5pp |
| Annual return | 9.00% | -13.44%+22.4pp | 190.73%-181.7pp | 32.82%-23.8pp |
| Employer contribution / active EE | $9,060 | $2,046+342.7% | $2,559+254.1% | $2,506+261.6% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,310-100.0% |
| Admin fee / account holder | $150 | $160-6.6% | $6,267-97.6% | $188-20.2% |