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 15 · EIN 27-2037969 | Recordkeeping | $43,082 |
DOUBLE BAY MANAGEMENT & PLANNING3+ years Service code 28 50 CALIFORNIA STREET, SUITE 1500 · SAN FRANCISCO, CA 94111 | Investment Management | $25,870 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $235,030 | $80,753+191.0% | $136,294+72.4% | $62,292+277.3% |
| Participation rate | 96.2% | 73.5%+22.7pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 18.23% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $8,092 | $2,884+180.6% | $4,695+72.3% | $2,042+296.2% |
| Participant deferral / active EE | $7,735 | $5,164+49.8% | $6,247+23.8% | $3,169+144.1% |
| Admin fee / account holder | $251 | $525-52.3% | $9,243-97.3% | $479-47.7% |