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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,056 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,066 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,073 | $106,028+22.7% | $146,958-11.5% | $77,643+67.5% |
| Participation rate | 73.1% | 78.4%-5.2pp | 82.2%-9.0pp | 70.6%+2.6pp |
| Annual return | 16.11% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,056 | $7,990+13.3% | $8,070+12.2% | $4,647+94.9% |
| Admin fee / account holder | $46 | $337-86.3% | $12,998-99.6% | $430-89.3% |