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.3+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $30,169 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY ADVISORS, INC. Service code 28 · EIN 43-1891647 | Investment Management | $20,556 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $135,130 | $64,954+108.0% | $115,752+16.7% | $62,292+116.9% |
| Participation rate | 90.2% | 73.0%+17.2pp | 77.8%+12.4pp | 69.5%+20.7pp |
| Annual return | 190.81% | 24.87%+165.9pp | 19.41%+171.4pp | 28.90%+161.9pp |
| Employer contribution / active EE | $8,519 | $2,344+263.5% | $3,492+143.9% | $2,042+317.1% |
| Participant deferral / active EE | $5,121 | $3,665+39.7% | $5,204-1.6% | $3,169+61.6% |
| Admin fee / account holder | $246 | $414-40.6% | $6,278-96.1% | $479-48.7% |