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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $34,508 |
KAPTEIN DYKSTRA & COMPANY PC2 years Filed as: KAPTEIN DYKSTRA & COMPANY Service code 10 4095 CHICAGO DRIVE · GRANDVILLE, MI 49468 | Accounting | $20,752 |
ROCKEFELLER1 year Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $10,383 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,234 | $138,347-66.6% | $184,203-74.9% | $80,856-42.8% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.7pp | 67.6%+30.9pp |
| Annual return | 8.65% | 20.02%-11.4pp | 28.81%-20.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,941 | $4,850-39.4% | $6,427-54.2% | $2,755+6.7% |
| Participant deferral / active EE | $4,709 | $7,071-33.4% | $9,131-48.4% | $4,296+9.6% |
| Admin fee / account holder | $264 | $10,483-97.5% | $13,901-98.1% | $6,918-96.2% |