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.5+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $1,765 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $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 | $129,523 | $99,957+29.6% | $149,696-13.5% | $73,488+76.2% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 18.11% | 53.87%-35.8pp | 276.60%-258.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $3,482 | $3,191+9.1% | $4,644-25.0% | $2,270+53.4% |
| Participant deferral / active EE | $8,978 | $6,073+47.8% | $6,842+31.2% | $3,740+140.1% |
| Admin fee / account holder | $9 | $551-98.3% | $9,309-99.9% | $513-98.2% |