See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 27 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $47,845 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Recordkeeping | $14,398 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $13,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,740 | $100,923+77.1% | $150,045+19.1% | $74,304+140.6% |
| Participation rate | 85.7% | 70.1%+15.6pp | 82.3%+3.4pp | 60.3%+25.4pp |
| Annual return | 16.74% | 51.77%-35.0pp | 62.55%-45.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $4,701 | $3,463+35.7% | $4,693+0.2% | $2,241+109.8% |
| Participant deferral / active EE | $10,438 | $6,709+55.6% | $7,997+30.5% | $3,767+177.1% |
| Admin fee / account holder | $432 | $2,767-84.4% | $13,435-96.8% | $2,969-85.5% |