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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $41,575 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 50 7316 WISCONSIN AVE., SUITE 400 · BETHEDA, MD 20814 | Direct Payment | $30,000 |
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 | $105,390 | $75,183+40.2% | $123,892-14.9% | $55,167+91.0% |
| Participation rate | 84.6% | 72.8%+11.8pp | 81.4%+3.2pp | 69.0%+15.6pp |
| Annual return | 7.83% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $7,586 | $2,823+168.7% | $4,617+64.3% | $1,963+286.5% |
| Participant deferral / active EE | $7,266 | $5,084+42.9% | $5,984+21.4% | $3,054+137.9% |
| Admin fee / account holder | $217 | $663-67.2% | $8,357-97.4% | $504-56.9% |