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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $56,029 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $51,216 | $79,519-35.6% | $95,952-46.6% | $73,409-30.2% |
| Participation rate | 92.0% | 81.2%+10.8pp | 77.1%+14.9pp | 72.2%+19.8pp |
| Annual return | 16.37% | 19.20%-2.8pp | 91.61%-75.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,349 | $2,048-34.1% | $2,541-46.9% | $2,234-39.6% |
| Participant deferral / active EE | $3,148 | $4,138-23.9% | $4,167-24.5% | $3,805-17.3% |
| Admin fee / account holder | $104 | $184-43.4% | $6,795-98.5% | $158-33.9% |