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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,778 |
ROZIER HARRINGTON & MCKAY CPAS6+ years Service code 10 PO BOX 12178 · ALEXANDRIA, LA 71315 | Accounting | $9,939 |
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 | $162,576 | $104,475+55.6% | $159,436+2.0% | $79,386+104.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 23.94% | 67.95%-44.0pp | 263.57%-239.6pp | 116.85%-92.9pp |
| Employer contribution / active EE | $4,420 | $3,417+29.4% | $4,829-8.5% | $2,427+82.1% |
| Participant deferral / active EE | $7,607 | $6,467+17.6% | $7,352+3.5% | $4,046+88.0% |
| Admin fee / account holder | $270 | $711-62.1% | $10,799-97.5% | $626-57.0% |