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.7 years Service code 13 · EIN 27-2037969 3201 34TH STREET SOUTH · ST PETERSBURG, FL 33711 | Contract Administrator | $50,668 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $29,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,136 | $46,292-21.9% | $143,757-74.9% | $64,808-44.2% |
| Participation rate | 84.8% | 64.2%+20.6pp | 80.3%+4.5pp | 71.5%+13.3pp |
| Annual return | -12.93% | -10.05%-2.9pp | -0.04%-12.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,102 | $1,910-42.3% | $4,951-77.7% | $2,506-56.0% |
| Participant deferral / active EE | $1,859 | $2,646-29.7% | $5,637-67.0% | $4,310-56.9% |
| Admin fee / account holder | $222 | $154+44.5% | $14,673-98.5% | $188+18.3% |