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.7 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $54,396 |
GERALD WESBECKER8+ years Filed as: GERALD G GRAY & ASSOCIATES, INC. Service code 34 764 SOUTHCROSS DRIVE WEST · BURNSVILLE, MN 55306 | Valuation (appraisals, etc.) | $12,919 |
EIDE BAILLY LLP8+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $9,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,989 | $45,959+352.6% | $91,220+128.0% | $77,904+167.0% |
| Participation rate | 95.7% | 66.3%+29.4pp | 73.2%+22.5pp | 73.7%+22.0pp |
| Annual return | 25.79% | -5.32%+31.1pp | 114.01%-88.2pp | 12.21%+13.6pp |
| Employer contribution / active EE | $2,237 | $1,451+54.2% | $2,850-21.5% | $2,848-21.5% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,234-100.0% | $4,806-100.0% |
| Admin fee / account holder | $22 | $99-77.3% | $5,420-99.6% | $133-83.1% |