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 |
|---|---|---|
Service code 28 · EIN 71-0562078 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Investment Management | $16,410 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 7015 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Recordkeeping | $9,070 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,757 | $89,652-32.2% | $141,162-57.0% | $65,185-6.8% |
| Participation rate | 90.5% | 74.7%+15.8pp | 82.5%+8.0pp | 70.2%+20.3pp |
| Annual return | 19.53% | 32.79%-13.3pp | 71.39%-51.9pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,230 | $3,065-27.2% | $4,735-52.9% | $2,177+2.5% |
| Participant deferral / active EE | $3,596 | $5,691-36.8% | $6,709-46.4% | $3,514+2.3% |
| Admin fee / account holder | $220 | $569-61.3% | $10,261-97.9% | $847-74.0% |