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.5 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $26,065 |
GERALD WESBECKER6+ years Filed as: GERALD G GRAY & ASSOCIATES, INC. Service code 34 764 SOUTHCROSS DRIVE WEST · BURNSVILLE, MN 55306 | Valuation (appraisals, etc.) | $11,058 |
EIDE BAILLY LLP6+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $8,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,822 | $48,406+234.3% | $104,607+54.7% | $90,288+79.2% |
| Participation rate | 94.7% | 64.3%+30.4pp | 74.1%+20.6pp | 73.4%+21.3pp |
| Annual return | 59.18% | 18.72%+40.5pp | 340.46%-281.3pp | 53.97%+5.2pp |
| Employer contribution / active EE | $2,001 | $1,115+79.6% | $2,681-25.3% | $2,524-20.7% |
| Participant deferral / active EE | $0 | $2,436-100.0% | $3,740-100.0% | $4,232-100.0% |
| Admin fee / account holder | $18 | $76-76.2% | $6,473-99.7% | $114-84.2% |