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.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $14,628 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 33 1 ALMADEN BLVD., SUITE 810 · SAN JOSE, CA 95113 | Distribution (12b-1) fees; Securities... | $0 |
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 | $41,360 | $38,969+6.1% | $109,313-62.2% | $55,167-25.0% |
| Participation rate | 78.8% | 58.2%+20.5pp | 71.3%+7.5pp | 69.0%+9.8pp |
| Annual return | 5.76% | 8.26%-2.5pp | 22.07%-16.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,847 | $1,227+50.6% | $3,892-52.5% | $1,963-5.9% |
| Participant deferral / active EE | $3,265 | $2,176+50.1% | $3,166+3.1% | $3,054+6.9% |
| Admin fee / account holder | $20 | $501-95.9% | $5,666-99.6% | $504-95.9% |