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 Service code 15 · EIN 27-2037969 | Recordkeeping | $5,794 |
THE PRIVATEBANK1+ years Service code 26 120 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Advisory (Participants) | $5,557 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,194 | $51,244-45.0% | $80,975-65.2% | $55,167-48.9% |
| Participation rate | 74.3% | 71.7%+2.6pp | 75.8%-1.5pp | 69.0%+5.3pp |
| Annual return | 10.46% | 17.39%-6.9pp | 17.10%-6.6pp | 169.23%-158.8pp |
| Employer contribution / active EE | $2,507 | $1,770+41.6% | $3,714-32.5% | $1,963+27.7% |
| Participant deferral / active EE | $3,686 | $4,418-16.6% | $5,696-35.3% | $3,054+20.7% |
| Admin fee / account holder | $114 | $398-71.5% | $5,516-97.9% | $504-77.5% |