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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,503 |
WELLS FARGO BANK, N.A.8+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $13,013 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,291 | $65,435+13.5% | $86,677-14.3% | $66,914+11.0% |
| Participation rate | 97.0% | 75.5%+21.6pp | 76.6%+20.5pp | 69.8%+27.2pp |
| Annual return | -17.42% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,746 | $2,153+27.5% | $2,836-3.2% | $2,544+7.9% |
| Participant deferral / active EE | $12,073 | $4,100+194.4% | $4,656+159.3% | $4,237+185.0% |
| Admin fee / account holder | $151 | $642-76.5% | $7,493-98.0% | $593-74.6% |