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.8 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $163,067 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $900 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $32,158 | $45,031-28.6% | $85,009-62.2% | $77,671-58.6% |
| Participation rate | 95.9% | 48.7%+47.2pp | 67.5%+28.4pp | 70.6%+25.3pp |
| Annual return | 15.86% | 79.22%-63.4pp | 66.47%-50.6pp | 31.21%-15.3pp |
| Employer contribution / active EE | $2,065 | $1,609+28.3% | $2,728-24.3% | $2,726-24.3% |
| Participant deferral / active EE | $6,692 | $2,807+138.4% | $4,522+48.0% | $4,648+44.0% |
| Admin fee / account holder | $133 | $912-85.4% | $6,153-97.8% | $430-69.1% |