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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,375 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,373 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $6,502 |
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 | $35,176 | $66,302-46.9% | $110,238-68.1% | $56,287-37.5% |
| Participation rate | 96.9% | 74.9%+22.0pp | 79.8%+17.1pp | 69.9%+27.1pp |
| Annual return | -6.40% | -1.18%-5.2pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,160 | $2,047-43.4% | $3,826-69.7% | $2,111-45.1% |
| Participant deferral / active EE | $3,374 | $3,381-0.2% | $4,672-27.8% | $3,350+0.7% |
| Admin fee / account holder | $214 | $698-69.4% | $8,547-97.5% | $521-59.0% |