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 |
|---|---|---|
EXPERTPLAN, INC.1+ years Service code 15 · EIN 52-2269494 | Recordkeeping | $16,148 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $960 |
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 | $49,946 | $68,413-27.0% | $123,104-59.4% | $55,191-9.5% |
| Participation rate | 74.7% | 84.5%-9.8pp | 86.8%-12.0pp | 69.2%+5.6pp |
| Annual return | 1.98% | 6.30%-4.3pp | 13.22%-11.2pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,553 | $3,050-49.1% | $5,151-69.9% | $1,899-18.2% |
| Participant deferral / active EE | $2,893 | $4,490-35.6% | $6,230-53.6% | $3,046-5.0% |
| Admin fee / account holder | $53 | $88-40.1% | $9,015-99.4% | $91-42.0% |