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.7+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $7,434 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Account maintenance fees; Trustee (ba... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,742 | $82,664+18.2% | $125,339-22.0% | $68,494+42.7% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,439 | $3,381+1.7% | $4,814-28.6% | $2,596+32.5% |
| Participant deferral / active EE | $9,540 | $6,110+56.1% | $7,446+28.1% | $4,027+136.9% |
| Admin fee / account holder | $41 | $6,275-99.3% | $10,010-99.6% | $5,403-99.2% |