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 5-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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Direct payment fro... | $31,521 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Account maintenance fees; Trustee (di... | $6,759 |
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 | $107,873 | $70,667+52.7% | $123,104-12.4% | $52,331+106.1% |
| Participation rate | 81.0% | 83.7%-2.7pp | 86.8%-5.8pp | 68.1%+12.9pp |
| Annual return | 0.94% | 6.23%-5.3pp | 13.22%-12.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,103 | $2,946-62.6% | $5,151-78.6% | $1,882-41.4% |
| Participant deferral / active EE | $3,734 | $4,493-16.9% | $6,230-40.1% | $3,022+23.5% |
| Admin fee / account holder | $160 | $506-68.4% | $9,015-98.2% | $592-73.0% |