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: HUNTER-MICHAEL INVESTMENT ADVISORS Service code 27 | Advisory (Plan) | $47,387 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 | Contract Administrator | $26,961 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $15,920 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP TRUST COMPANY Service code 15 | Recordkeeping | $10,914 |
Service code 21 · EIN 54-1870462 | Bank Trustee | $1,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,080 | $89,355+174.3% | $141,162+73.6% | $72,985+235.8% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.5%+16.3pp | 69.5%+29.2pp |
| Annual return | 24.24% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,745 | $3,114-11.9% | $4,735-42.0% | $2,440+12.5% |
| Participant deferral / active EE | $12,263 | $5,418+126.3% | $6,709+82.8% | $3,607+239.9% |
| Admin fee / account holder | $169 | $5,958-97.2% | $10,261-98.4% | $5,124-96.7% |