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 | $17,803 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 7015 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Recordkeeping | $9,994 |
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 | $68,554 | $99,957-31.4% | $149,696-54.2% | $73,488-6.7% |
| Participation rate | 94.0% | 75.7%+18.3pp | 82.5%+11.5pp | 70.7%+23.3pp |
| Annual return | 12.61% | 53.87%-41.3pp | 276.60%-264.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,337 | $3,191-26.8% | $4,644-49.7% | $2,270+2.9% |
| Participant deferral / active EE | $4,137 | $6,073-31.9% | $6,842-39.5% | $3,740+10.6% |
| Admin fee / account holder | $230 | $551-58.3% | $9,309-97.5% | $513-55.3% |