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 |
|---|---|---|
COMPOUND VALUE ADVISERS3 years Service code 28 67 S. HIGLEY ROAD · GILBERT, AZ 85296 | Investment Management | $19,181 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,325 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,533 | $65,061-71.5% | $143,757-87.1% | $66,914-72.3% |
| Participation rate | 91.3% | 65.2%+26.2pp | 80.3%+11.0pp | 69.8%+21.5pp |
| Annual return | -15.15% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $426 | $2,361-82.0% | $4,951-91.4% | $2,544-83.3% |
| Participant deferral / active EE | $3,493 | $2,919+19.7% | $5,637-38.0% | $4,237-17.5% |
| Admin fee / account holder | $221 | $502-55.9% | $14,673-98.5% | $593-62.7% |