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.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,522 |
SYNOVUS TRUST COMPANY2+ years Service code 21 · EIN 58-2146977 | Bank Trustee | $29,371 |
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 | $46,477 | $71,802-35.3% | $133,980-65.3% | $57,658-19.4% |
| Participation rate | 91.1% | 85.5%+5.7pp | 87.1%+4.1pp | 70.2%+20.9pp |
| Annual return | 7.13% | 13.51%-6.4pp | 29.30%-22.2pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,338 | $3,161-26.0% | $5,211-55.1% | $1,974+18.5% |
| Participant deferral / active EE | $3,762 | $4,606-18.3% | $6,282-40.1% | $3,061+22.9% |
| Admin fee / account holder | $235 | $88+168.4% | $9,324-97.5% | $95+148.9% |