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 10-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.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $34,073 |
PISENTI & BRINKER LLP1 year Service code 10 · EIN 94-1585562 | Accounting | $10,151 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,181 | $54,368-31.6% | $117,039-68.2% | $62,292-40.3% |
| Participation rate | 82.6% | 64.9%+17.7pp | 77.2%+5.4pp | 69.5%+13.1pp |
| Annual return | -4.62% | 21.77%-26.4pp | 18.95%-23.6pp | 28.90%-33.5pp |
| Employer contribution / active EE | $3,188 | $1,692+88.5% | $3,785-15.8% | $2,042+56.1% |
| Participant deferral / active EE | $1,567 | $2,269-30.9% | $3,929-60.1% | $3,169-50.5% |
| Admin fee / account holder | $144 | $493-70.9% | $5,974-97.6% | $479-70.0% |