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 |
|---|---|---|
KARSTENS INVESTMENT COUNSEL, INC.10+ years Service code 27 · EIN 47-0768986 | Advisory (Plan) | $26,928 |
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,133 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (discreti... | $9,946 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,669 | $101,317+48.7% | $146,958+2.5% | $74,495+102.3% |
| Participation rate | 91.4% | 75.5%+15.8pp | 82.2%+9.2pp | 67.2%+24.2pp |
| Annual return | 22.16% | 8730.91%-8708.7pp | 418.34%-396.2pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $4,137 | $3,810+8.6% | $4,933-16.1% | $2,623+57.7% |
| Participant deferral / active EE | $7,834 | $7,303+7.3% | $8,070-2.9% | $4,346+80.3% |
| Admin fee / account holder | $288 | $1,739-83.4% | $12,998-97.8% | $1,942-85.2% |