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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,828 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $150 |
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 | $49,680 | $49,451+0.5% | $79,550-37.5% | $66,914-25.8% |
| Participation rate | 87.5% | 61.3%+26.2pp | 69.5%+18.0pp | 69.8%+17.7pp |
| Annual return | -14.75% | 84.25%-99.0pp | 0.16%-14.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $535 | $1,266-57.8% | $2,413-77.8% | $2,544-79.0% |
| Participant deferral / active EE | $3,419 | $3,159+8.3% | $3,985-14.2% | $4,237-19.3% |
| Admin fee / account holder | $97 | $595-83.7% | $6,832-98.6% | $593-83.7% |