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 |
|---|---|---|
THE 401K SOURCE INC1 year Filed as: THE 401K SOURCE, INC Service code 26 1649 W. SHORELINE DR. SUITE 102 · BOISE, ID 83702 | Advisory (Participants) | $20,599 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,242 | $62,586+23.4% | $76,768+0.6% | $64,186+20.3% |
| Participation rate | 94.1% | 72.8%+21.3pp | 77.0%+17.2pp | 69.6%+24.5pp |
| Annual return | -8.02% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,775 | $1,832-3.1% | $2,485-28.6% | $2,381-25.4% |
| Participant deferral / active EE | $6,922 | $3,145+120.1% | $3,852+79.7% | $3,470+99.5% |
| Admin fee / account holder | $331 | $4,667-92.9% | $6,675-95.0% | $4,888-93.2% |