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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,154 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $6,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,727 | $49,915+41.7% | $154,803-54.3% | $74,304-4.8% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 15.22% | 34.06%-18.8pp | 58.88%-43.7pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,924 | $1,611+143.5% | $4,305-8.9% | $2,241+75.1% |
| Participant deferral / active EE | $3,938 | $2,255+74.7% | $5,540-28.9% | $3,767+4.5% |
| Admin fee / account holder | $225 | $2,189-89.7% | $14,329-98.4% | $2,969-92.4% |