See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $2,195 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Claims processing; Trustee (directed)... | $0 |
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 | $108,089 | $89,652+20.6% | $141,162-23.4% | $65,185+65.8% |
| Participation rate | 99.2% | 74.7%+24.4pp | 82.5%+16.7pp | 70.2%+29.0pp |
| Annual return | 27.66% | 32.79%-5.1pp | 71.39%-43.7pp | 29.38%-1.7pp |
| Employer contribution / active EE | $3,563 | $3,065+16.3% | $4,735-24.7% | $2,177+63.7% |
| Participant deferral / active EE | $8,076 | $5,691+41.9% | $6,709+20.4% | $3,514+129.8% |
| Admin fee / account holder | $11 | $569-98.0% | $10,261-99.9% | $847-98.7% |