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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,270 |
Filed as: NEWFRONT RETIREMENT SERVICES Service code 22 · EIN 80-0833114 | Insurance Broker | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,440 | $57,016+95.5% | $84,966+31.2% | $80,856+37.8% |
| Participation rate | 99.0% | 56.3%+42.6pp | 67.5%+31.5pp | 67.6%+31.3pp |
| Annual return | 20.73% | 21.66%-0.9pp | 66.38%-45.7pp | 35.59%-14.9pp |
| Employer contribution / active EE | $4,208 | $1,798+134.1% | $2,727+54.3% | $2,755+52.7% |
| Participant deferral / active EE | $13,068 | $3,110+320.3% | $4,519+189.2% | $4,296+204.2% |
| Admin fee / account holder | $220 | $4,980-95.6% | $6,149-96.4% | $6,918-96.8% |