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.5+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $58,706 |
WHITLEY PENN LLP6+ years Filed as: WHITLEY PENN, LLC Service code 27 · EIN 75-2393478 | Advisory (Plan) | $43,800 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 | Accounting | $15,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,986 | $51,447-47.5% | $104,607-74.2% | $73,409-63.2% |
| Participation rate | 64.6% | 68.2%-3.6pp | 74.1%-9.5pp | 72.2%-7.6pp |
| Annual return | 6.93% | 25.06%-18.1pp | 340.46%-333.5pp | 59.29%-52.4pp |
| Employer contribution / active EE | $0 | $1,441-100.0% | $2,681-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,867 | $3,058-39.0% | $3,740-50.1% | $3,805-50.9% |
| Admin fee / account holder | $208 | $122+70.2% | $6,473-96.8% | $158+31.5% |