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 6-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 |
|---|---|---|
Filed as: FERNWOOD INVESTMENT MANAGEMENT LLC Service code 27 · EIN 30-0156397 | Advisory (Plan) | $19,260 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GOUPT INC Service code 13 · EIN 27-2037969 | Contract Administrator | $14,122 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,110 | $81,460-31.1% | $103,333-45.7% | $80,856-30.6% |
| Participation rate | 87.8% | 66.8%+20.9pp | 74.5%+13.3pp | 67.6%+20.1pp |
| Annual return | 14.59% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $7,752 | $3,105+149.7% | $3,868+100.4% | $2,755+181.4% |
| Participant deferral / active EE | $3,804 | $3,869-1.7% | $5,057-24.8% | $4,296-11.4% |
| Admin fee / account holder | $288 | $6,566-95.6% | $8,355-96.6% | $6,918-95.8% |