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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,333 |
ROTHSCHILD ASSET MANAGEMENT3 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $14,244 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,263 | $59,417-40.7% | $93,606-62.3% | $74,495-52.7% |
| Participation rate | 88.4% | 59.7%+28.7pp | 68.7%+19.7pp | 67.2%+21.2pp |
| Annual return | 14.16% | 81.83%-67.7pp | 133.20%-119.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,352 | $1,264+86.1% | $2,420-2.8% | $2,623-10.3% |
| Participant deferral / active EE | $4,707 | $3,050+54.3% | $4,411+6.7% | $4,346+8.3% |
| Admin fee / account holder | $178 | $3,021-94.1% | $8,285-97.8% | $1,942-90.8% |