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 7-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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $66,696 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $18,306 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,155 | $106,028-43.3% | $146,958-59.1% | $77,643-22.5% |
| Participation rate | 89.2% | 78.4%+10.8pp | 82.2%+7.0pp | 70.6%+18.6pp |
| Annual return | 26.50% | 56.73%-30.2pp | 418.34%-391.8pp | 31.24%-4.7pp |
| Employer contribution / active EE | $5,679 | $4,063+39.8% | $4,933+15.1% | $2,726+108.3% |
| Participant deferral / active EE | $11,088 | $7,990+38.8% | $8,070+37.4% | $4,647+138.6% |
| Admin fee / account holder | $206 | $337-38.9% | $12,998-98.4% | $430-52.1% |