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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $59,793 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Service code 50 7316 WISCONSIN AVE. · BETHSADA, MD 20814 | Direct Payment | $27,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,121 | $84,487+74.1% | $125,339+17.4% | $66,914+119.9% |
| Participation rate | 87.1% | 76.4%+10.7pp | 82.4%+4.8pp | 69.8%+17.3pp |
| Annual return | -17.57% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $8,501 | $3,553+139.3% | $4,814+76.6% | $2,544+234.1% |
| Participant deferral / active EE | $10,194 | $6,781+50.3% | $7,446+36.9% | $4,237+140.6% |
| Admin fee / account holder | $240 | $685-64.9% | $10,010-97.6% | $593-59.5% |