See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 95630 | Recordkeeping | $38,640 |
Filed as: BIDWELL CONSULTING SERVICES, INC Service code 15 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Recordkeeping | $31,350 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,364 | $65,061-84.1% | $143,757-92.8% | $66,914-84.5% |
| Participation rate | 94.2% | 65.2%+29.0pp | 80.3%+13.9pp | 69.8%+24.4pp |
| Annual return | -14.18% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,490 | $2,361-36.9% | $4,951-69.9% | $2,544-41.4% |
| Participant deferral / active EE | $2,763 | $2,919-5.4% | $5,637-51.0% | $4,237-34.8% |
| Admin fee / account holder | $184 | $502-63.3% | $14,673-98.7% | $593-68.9% |