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 12 · EIN 27-2037969 | Recordkeeping and information managem... | $15,299 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 33 1 ALMADEN BLVD., SUITE 810 · SAN JOSE, CA 95113 | Distribution (12b-1) fees; Securities... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,327 | $63,156-33.0% | $122,332-65.4% | $62,292-32.1% |
| Participation rate | 73.3% | 60.0%+13.3pp | 71.6%+1.6pp | 69.5%+3.8pp |
| Annual return | 11.84% | 20.61%-8.8pp | 30.27%-18.4pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,607 | $1,385+16.0% | $4,050-60.3% | $2,042-21.3% |
| Participant deferral / active EE | $2,827 | $2,321+21.8% | $3,287-14.0% | $3,169-10.8% |
| Admin fee / account holder | $20 | $440-95.4% | $5,478-99.6% | $479-95.8% |