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.8+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $22,918 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
SANSOME STREET APPRAISERS, INC.8+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $12,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST Service code 21 · EIN 82-3967259 | Bank Trustee | $10,596 |
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 | $134,458 | $69,823+92.6% | $77,163+74.3% | $74,419+80.7% |
| Participation rate | 96.9% | 70.0%+26.9pp | 69.6%+27.3pp | 70.7%+26.2pp |
| Annual return | 7.58% | 19.98%-12.4pp | 37.87%-30.3pp | 34.38%-26.8pp |
| Employer contribution / active EE | $8,175 | $2,150+280.2% | $2,535+222.5% | $2,637+210.0% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,528-100.0% |
| Admin fee / account holder | $152 | $398-61.9% | $5,472-97.2% | $348-56.4% |