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 8-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 |
|---|---|---|
Service code 26 3010 E BATTLEFIELD · SPRINGFIELD, MO 65804 | Advisory (Participants) | $18,000 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 96530 | Recordkeeping | $12,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,193 | $65,435-32.5% | $86,677-49.0% | $66,914-34.0% |
| Participation rate | 99.2% | 75.5%+23.8pp | 76.6%+22.7pp | 69.8%+29.4pp |
| Annual return | -15.75% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $6,045 | $2,153+180.8% | $2,836+113.1% | $2,544+137.6% |
| Participant deferral / active EE | $3,502 | $4,100-14.6% | $4,656-24.8% | $4,237-17.3% |
| Admin fee / account holder | $229 | $642-64.3% | $7,493-96.9% | $593-61.4% |