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 6-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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,083 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $16,601 |
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 | $36,937 | $54,701-32.5% | $86,188-57.1% | $71,457-48.3% |
| Participation rate | 95.4% | 60.1%+35.3pp | 69.0%+26.4pp | 67.9%+27.5pp |
| Annual return | 17.14% | 20.06%-2.9pp | 1168.45%-1151.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,327 | $1,265+84.0% | $2,380-2.2% | $2,588-10.1% |
| Participant deferral / active EE | $4,670 | $3,108+50.2% | $3,985+17.2% | $4,289+8.9% |
| Admin fee / account holder | $230 | $1,922-88.0% | $6,852-96.6% | $1,587-85.5% |