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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Sub-transfer agency fees; Claims proc... | $33,147 |
KAPTEIN DYKSTRA & COMPANY PC1+ years Filed as: KAPTEIN DYKSTRA & CO. PC Service code 10 · EIN 38-2939866 | Accounting | $10,100 |
VARNUM LLP1+ years Filed as: VARNUM, LLP Service code 29 160 WEST FORT STREET · DETROIT, MI 48226 | Legal | $6,958 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,184 | $50,464-30.3% | $75,781-53.6% | $52,331-32.8% |
| Participation rate | 99.4% | 66.8%+32.6pp | 75.8%+23.6pp | 68.1%+31.3pp |
| Annual return | -2.76% | 1.03%-3.8pp | 9.68%-12.4pp | 4.54%-7.3pp |
| Employer contribution / active EE | $1,827 | $1,988-8.1% | $3,323-45.0% | $1,882-2.9% |
| Participant deferral / active EE | $644 | $2,570-75.0% | $3,651-82.4% | $3,022-78.7% |
| Admin fee / account holder | $84 | $1,103-92.4% | $5,299-98.4% | $592-85.9% |