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 | $13,572 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 7015 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Recordkeeping | $9,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,601 | $101,317-35.3% | $146,958-55.4% | $74,495-11.9% |
| Participation rate | 96.4% | 75.5%+20.9pp | 82.2%+14.2pp | 67.2%+29.2pp |
| Annual return | 16.76% | 8730.91%-8714.2pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,763 | $3,810-27.5% | $4,933-44.0% | $2,623+5.3% |
| Participant deferral / active EE | $4,967 | $7,303-32.0% | $8,070-38.4% | $4,346+14.3% |
| Admin fee / account holder | $229 | $1,739-86.8% | $12,998-98.2% | $1,942-88.2% |