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 |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD3+ years Service code 10 · EIN 39-1908691 | Accounting | $40,650 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $34,221 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Shareholder servicing fees; Custodial... | $9,435 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,882 | $89,739+6.8% | $149,718-36.0% | $62,292+53.9% |
| Participation rate | 85.7% | 85.1%+0.6pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 20.96% | 21.01%-0.1pp | 1501.63%-1480.7pp | 28.90%-7.9pp |
| Employer contribution / active EE | $2,603 | $3,233-19.5% | $5,445-52.2% | $2,042+27.5% |
| Participant deferral / active EE | $5,477 | $4,797+14.2% | $6,569-16.6% | $3,169+72.8% |
| Admin fee / account holder | $263 | $551-52.2% | $11,283-97.7% | $479-45.1% |