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 |
|---|---|---|
VANSANT MEWSHAW1+ years Service code 27 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Plan) | $17,964 |
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $3,691 |
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 | $146,247 | $52,681+177.6% | $75,781+93.0% | $59,632+145.2% |
| Participation rate | 94.9% | 67.2%+27.6pp | 75.8%+19.1pp | 68.7%+26.2pp |
| Annual return | -0.89% | 2.95%-3.8pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $3,301 | $2,193+50.5% | $3,323-0.7% | $2,203+49.9% |
| Participant deferral / active EE | $6,251 | $2,591+141.3% | $3,651+71.2% | $3,192+95.8% |
| Admin fee / account holder | $214 | $3,610-94.1% | $5,299-96.0% | $4,297-95.0% |