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 10-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 |
|---|---|---|
NEWPORT GROUP, INC.6 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $38,000 |
GERALD WESBECKER7+ years Filed as: GERALD G GRAY & ASSOCIATES, INC. Service code 34 764 SOUTHCROSS DRIVE WEST · BURNSVILLE, MN 55306 | Valuation (appraisals, etc.) | $11,308 |
EIDE BAILLY LLP7+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $8,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,337 | $52,886+273.1% | $109,895+79.6% | $93,030+112.1% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.2%+21.8pp | 73.9%+22.1pp |
| Annual return | 59.09% | 16.89%+42.2pp | 29.45%+29.6pp | 158.70%-99.6pp |
| Employer contribution / active EE | $2,040 | $1,248+63.4% | $2,842-28.2% | $2,706-24.6% |
| Participant deferral / active EE | $0 | $2,815-100.0% | $4,048-100.0% | $4,562-100.0% |
| Admin fee / account holder | $19 | $91-78.9% | $6,066-99.7% | $152-87.4% |