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.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,097 |
DOUBLE BAY MANAGEMENT & PLANNING5+ years Service code 28 50 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $8,659 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,233 | $89,652+199.2% | $141,162+90.0% | $65,185+311.5% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.4pp | 70.2%+23.7pp |
| Annual return | 25.02% | 32.79%-7.8pp | 71.39%-46.4pp | 29.38%-4.4pp |
| Employer contribution / active EE | $9,231 | $3,065+201.2% | $4,735+95.0% | $2,177+324.1% |
| Participant deferral / active EE | $8,522 | $5,691+49.7% | $6,709+27.0% | $3,514+142.5% |
| Admin fee / account holder | $65 | $569-88.5% | $10,261-99.4% | $847-92.3% |