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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,320 |
Service code 27 · EIN 16-1728260 | Advisory (Plan) | $11,830 |
ROZIER HARRINGTON & MCKAY CPAS8+ years Service code 10 PO BOX 12178 · ALEXANDRIA, LA 71315 | Accounting | $11,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,799 | $91,407+57.3% | $135,903+5.8% | $71,457+101.2% |
| Participation rate | 99.3% | 75.7%+23.6pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 21.35% | 29.90%-8.5pp | 68.23%-46.9pp | 28.85%-7.5pp |
| Employer contribution / active EE | $4,483 | $3,703+21.1% | $4,856-7.7% | $2,588+73.3% |
| Participant deferral / active EE | $8,379 | $7,092+18.1% | $7,758+8.0% | $4,289+95.4% |
| Admin fee / account holder | $241 | $1,266-80.9% | $10,762-97.8% | $1,587-84.8% |