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 Filed as: THE NEWPORT GROUP Service code 12 · EIN 62-1868111 | Participant loan processing; Direct p... | $153,032 |
ERISA FIDUCIARY ADVISORS, INC.2+ years Service code 27 · EIN 20-3419213 | Advisory (Plan) | $100,000 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION STUDIO Service code 12 · EIN 54-2154380 209 SOUTH OLIVE AVENUE · WEST PALM BEACH, FL 33401 | Claims processing; Contract Administr... | $58,055 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $27,624 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 12 · EIN 94-1737782 | Trustee (bank, trust company, or simi... | $8,422 |
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 | $56,112 | $37,213+50.8% | $156,549-64.2% | $63,975-12.3% |
| Participation rate | 99.0% | 65.0%+34.1pp | 84.0%+15.0pp | 71.1%+27.9pp |
| Annual return | 8.71% | 47.89%-39.2pp | 32.23%-23.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $3,870 | $1,357+185.2% | $5,501-29.7% | $2,182+77.4% |
| Participant deferral / active EE | $4,446 | $2,070+114.8% | $4,871-8.7% | $3,356+32.5% |
| Admin fee / account holder | $160 | $56+184.4% | $13,027-98.8% | $70+127.4% |