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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $23,526 |
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $20,509 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $5,301 |
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 | $65,134 | $51,244+27.1% | $80,975-19.6% | $55,167+18.1% |
| Participation rate | 81.5% | 71.7%+9.8pp | 75.8%+5.6pp | 69.0%+12.5pp |
| Annual return | 8.56% | 17.39%-8.8pp | 17.10%-8.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $701 | $1,770-60.4% | $3,714-81.1% | $1,963-64.3% |
| Participant deferral / active EE | $4,673 | $4,418+5.8% | $5,696-18.0% | $3,054+53.0% |
| Admin fee / account holder | $166 | $398-58.2% | $5,516-97.0% | $504-67.0% |