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 37 · EIN 27-2037969 | Loan Processing | $75,393 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $41,812 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,584 | $95,274+25.5% | $135,903-12.0% | $74,419+60.7% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 19.86% | 32.77%-12.9pp | 68.23%-48.4pp | 34.38%-14.5pp |
| Employer contribution / active EE | $3,358 | $3,874-13.3% | $4,856-30.8% | $2,637+27.3% |
| Participant deferral / active EE | $9,374 | $7,782+20.5% | $7,758+20.8% | $4,528+107.0% |
| Admin fee / account holder | $258 | $266-3.0% | $10,762-97.6% | $348-25.8% |