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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,592 |
Service code 27 · EIN 16-1728260 | Advisory (Plan) | $12,400 |
ROZIER HARRINGTON & MCKAY CPAS7+ years Service code 10 PO BOX 12178 · ALEXANDRIA, LA 71315 | Accounting | $10,513 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,120 | $84,487+56.4% | $125,339+5.4% | $66,914+97.4% |
| Participation rate | 97.4% | 76.4%+21.0pp | 82.4%+15.0pp | 69.8%+27.6pp |
| Annual return | -9.43% | -8.39%-1.0pp | 572.05%-581.5pp | 1.58%-11.0pp |
| Employer contribution / active EE | $4,366 | $3,553+22.9% | $4,814-9.3% | $2,544+71.6% |
| Participant deferral / active EE | $8,292 | $6,781+22.3% | $7,446+11.4% | $4,237+95.7% |
| Admin fee / account holder | $280 | $685-59.1% | $10,010-97.2% | $593-52.8% |