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.4+ years Service code 25 · EIN 27-2037969 | Directed Trustee | $25,222 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $9,300 |
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 | $165,503 | $57,354+188.6% | $83,848+97.4% | $64,186+157.9% |
| Participation rate | 94.5% | 68.6%+25.9pp | 76.1%+18.4pp | 69.6%+24.9pp |
| Annual return | -7.08% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,913 | $2,545+53.7% | $3,631+7.8% | $2,381+64.3% |
| Participant deferral / active EE | $5,855 | $2,993+95.6% | $4,082+43.4% | $3,470+68.7% |
| Admin fee / account holder | $293 | $4,046-92.8% | $5,478-94.7% | $4,888-94.0% |