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 |
|---|---|---|
PYA WALTMAN CAPITAL LLC6+ years Service code 27 · EIN 20-3768100 | Advisory (Plan) | $23,000 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 75-3182674 | Account maintenance fees; Claims proc... | $17,301 |
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $5,880 |
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 | $148,349 | $58,879+152.0% | $178,490-16.9% | $73,488+101.9% |
| Participation rate | 96.9% | 66.2%+30.7pp | 81.9%+15.0pp | 70.7%+26.2pp |
| Annual return | 11.18% | 24.86%-13.7pp | 151.07%-139.9pp | 28.51%-17.3pp |
| Employer contribution / active EE | $6,536 | $2,236+192.3% | $5,011+30.4% | $2,270+187.9% |
| Participant deferral / active EE | $4,375 | $2,567+70.4% | $5,202-15.9% | $3,740+17.0% |
| Admin fee / account holder | $287 | $400-28.3% | $13,984-97.9% | $513-44.1% |