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 | $17,252 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS Service code 27 1250 CAPITAL OF TEXAS HWY. · AUSTIN, TX 78746 | Advisory (Plan) | $15,801 |
401(K) ADVISORS INC1 year Filed as: 401(K) ADVISORS Service code 27 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $5,273 |
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 | $67,820 | $76,552-11.4% | $123,892-45.3% | $62,891+7.8% |
| Participation rate | 98.8% | 73.0%+25.8pp | 81.4%+17.3pp | 69.3%+29.4pp |
| Annual return | 13.34% | 18.68%-5.3pp | 47.52%-34.2pp | 20.14%-6.8pp |
| Employer contribution / active EE | $2,848 | $2,883-1.2% | $4,617-38.3% | $2,281+24.9% |
| Participant deferral / active EE | $7,084 | $4,840+46.4% | $5,984+18.4% | $3,203+121.2% |
| Admin fee / account holder | $297 | $4,826-93.8% | $8,357-96.4% | $4,296-93.1% |