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 9-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 Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $27,584 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $7,724 |
WILMINGTON TRUST1 year Service code 26 1101 N. MARKET ST. THIRD FLOOR · WILMINGTON, DE 19890 | Advisory (Participants) | $5,484 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,689 | $72,254-56.1% | $86,677-63.4% | $64,808-51.1% |
| Participation rate | 97.4% | 80.4%+17.0pp | 76.6%+20.8pp | 71.5%+25.9pp |
| Annual return | -14.20% | 392.42%-406.6pp | 35.91%-50.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $627 | $2,393-73.8% | $2,836-77.9% | $2,506-75.0% |
| Participant deferral / active EE | $2,648 | $4,658-43.1% | $4,656-43.1% | $4,310-38.6% |
| Admin fee / account holder | $141 | $174-19.1% | $7,493-98.1% | $188-25.1% |