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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $23,232 |
FOCUSED WEALTH MANAGEMENT2 years Service code 26 11 OLD BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Participants) | $18,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,267 | $65,061-75.0% | $143,757-88.7% | $66,914-75.7% |
| Participation rate | 82.2% | 65.2%+17.0pp | 80.3%+1.9pp | 69.8%+12.4pp |
| Annual return | -13.72% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,707 | $2,361+14.7% | $4,951-45.3% | $2,544+6.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $147 | $502-70.7% | $14,673-99.0% | $593-75.2% |