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.3 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $45,733 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 12 · EIN 04-3046611 | Participant loan processing; Recordke... | $24,000 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (individu... | $11,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,450 | $74,706+50.5% | $75,696+48.6% | $79,386+41.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.49% | 18.52%-4.0pp | 104.53%-90.0pp | 116.85%-102.4pp |
| Employer contribution / active EE | $5,260 | $2,590+103.1% | $2,743+91.8% | $2,427+116.7% |
| Participant deferral / active EE | $8,183 | $3,533+131.6% | $3,821+114.1% | $4,046+102.3% |
| Admin fee / account holder | $270 | $374-28.0% | $3,619-92.5% | $626-56.9% |