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.9 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $170,184 |
MMA SECURITIES LLC9 years Filed as: MMA SECURITIES, LLC Service code 26 · EIN 04-2848081 | Advisory (Participants) | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,938 | $55,331-64.0% | $81,812-75.6% | $199,593-90.0% |
| Participation rate | 65.3% | 62.5%+2.8pp | 72.3%-7.1pp | 72.0%-6.7pp |
| Annual return | 15.70% | 19.59%-3.9pp | 773.79%-758.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $1,203 | $2,101-42.7% | $2,912-58.7% | $3,034-60.4% |
| Participant deferral / active EE | $1,537 | $3,283-53.2% | $4,319-64.4% | $5,087-69.8% |
| Admin fee / account holder | $74 | $346-78.5% | $7,386-99.0% | $269-72.4% |