See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 956308589 | Recordkeeping | $31,738 |
ACORN FINANCIAL SERVICES5 years Service code 26 · EIN 54-1806290 1875 CAMPUS COMMONS DRIVE · RESTON, VA 20191 | Advisory (Participants) | $31,208 |
Service code 49 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Other Services | $5,629 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,549 | $64,119-55.5% | $112,228-74.6% | $66,914-57.3% |
| Participation rate | 91.9% | 68.5%+23.4pp | 75.1%+16.9pp | 69.8%+22.1pp |
| Annual return | -12.60% | -13.81%+1.2pp | 27.45%-40.0pp | 1.58%-14.2pp |
| Employer contribution / active EE | $2,469 | $3,005-17.8% | $3,635-32.1% | $2,544-2.9% |
| Participant deferral / active EE | $3,206 | $3,693-13.2% | $4,728-32.2% | $4,237-24.3% |
| Admin fee / account holder | $264 | $625-57.8% | $6,410-95.9% | $593-55.5% |