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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $38,305 |
SYNOVUS TRUST COMPANY3+ years Service code 21 · EIN 58-2146977 | Bank Trustee | $33,161 |
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 | $61,874 | $81,537-24.1% | $149,718-58.7% | $69,631-11.1% |
| Participation rate | 83.1% | 86.1%-3.0pp | 87.1%-4.0pp | 70.7%+12.4pp |
| Annual return | 19.17% | 22.79%-3.6pp | 1501.63%-1482.5pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $2,229 | $3,239-31.2% | $5,445-59.1% | $2,032+9.7% |
| Participant deferral / active EE | $3,737 | $4,994-25.2% | $6,569-43.1% | $3,224+15.9% |
| Admin fee / account holder | $266 | $107+148.6% | $11,283-97.6% | $110+140.6% |