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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,268 | $41,854-18.1% | $73,843-53.6% | $52,331-34.5% |
| Participation rate | 93.3% | 66.2%+27.1pp | 73.4%+19.9pp | 68.1%+25.2pp |
| Annual return | 0.32% | 2.11%-1.8pp | 2267.84%-2267.5pp | 4.54%-4.2pp |
| Employer contribution / active EE | $2,914 | $1,920+51.8% | $2,787+4.6% | $1,882+54.9% |
| Participant deferral / active EE | $1,040 | $2,498-58.4% | $3,583-71.0% | $3,022-65.6% |
| Admin fee / account holder | $44 | $493-91.0% | $4,880-99.1% | $592-92.5% |