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 5-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.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $18,633 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 27 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Plan) | $5,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,958 | $50,815-58.8% | $155,509-86.5% | $77,643-73.0% |
| Participation rate | 42.3% | 63.1%-20.8pp | 78.2%-35.9pp | 70.6%-28.3pp |
| Annual return | 14.93% | 34.80%-19.9pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $573 | $1,993-71.2% | $4,672-87.7% | $2,726-79.0% |
| Participant deferral / active EE | $1,478 | $2,822-47.6% | $5,626-73.7% | $4,647-68.2% |
| Admin fee / account holder | $149 | $437-66.0% | $15,912-99.1% | $430-65.5% |