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 | Claims processing; Direct payment fro... | $35,120 |
Filed as: NORTH PIER FIDUCIARY MGMT, LLC Service code 28 400 CORPORATE POINTE · CULVER CITY, CA 90230 | Investment Management | $22,946 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Claims processing; Account maintenanc... | $6,620 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,699 | $46,360+35.2% | $147,614-57.5% | $52,331+19.8% |
| Participation rate | 80.6% | 64.9%+15.6pp | 84.6%-4.1pp | 68.1%+12.5pp |
| Annual return | -2.23% | 1.62%-3.8pp | 61.98%-64.2pp | 4.54%-6.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,962 | $2,258+31.2% | $4,895-39.5% | $3,022-2.0% |
| Admin fee / account holder | $132 | $766-82.8% | $11,611-98.9% | $592-77.7% |