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 1350 TREAT BOULEVARD, SUITE 300 · WALNUT CREEK, CA 945977959 | Contract Administrator | $5,570 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,213 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,869 | $63,299-62.3% | $91,001-73.8% | $62,292-61.7% |
| Participation rate | 90.3% | 73.3%+17.0pp | 75.6%+14.7pp | 69.5%+20.8pp |
| Annual return | 15.15% | 20.99%-5.8pp | 4.60%+10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $2,053 | $1,807+13.6% | $2,456-16.4% | $2,042+0.5% |
| Participant deferral / active EE | $3,231 | $2,943+9.8% | $3,547-8.9% | $3,169+2.0% |
| Admin fee / account holder | $147 | $468-68.7% | $5,417-97.3% | $479-69.4% |