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.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $38,554 |
Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Claims processing; Account maintenanc... | $5,214 |
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 | $94,760 | $58,726+61.4% | $92,233+2.7% | $62,292+52.1% |
| Participation rate | 81.1% | 68.3%+12.7pp | 76.5%+4.6pp | 69.5%+11.6pp |
| Annual return | 20.46% | 43.62%-23.2pp | 176.28%-155.8pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,562 | $2,392+7.1% | $3,679-30.4% | $2,042+25.4% |
| Participant deferral / active EE | $5,640 | $2,766+103.9% | $3,897+44.7% | $3,169+78.0% |
| Admin fee / account holder | $11 | $556-98.0% | $5,194-99.8% | $479-97.7% |