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 Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Claims processing; Direct payment fro... | $35,469 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $26,000 |
NFP RETIREMENT INC1 year Filed as: NFP CORPORATE SERVICES (NY), LLC Service code 37 · EIN 20-1941665 1250 CAPITAL OF TEXAS HIGHWAY SO · AUSTIN, TX 78746 | Loan Processing | $5,550 |
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 | $57,951 | $48,064+20.6% | $78,778-26.4% | $69,631-16.8% |
| Participation rate | 79.8% | 61.6%+18.3pp | 69.2%+10.7pp | 70.7%+9.2pp |
| Annual return | 13.62% | 21.81%-8.2pp | 35.62%-22.0pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $1,449 | $744+94.9% | $1,986-27.0% | $2,032-28.7% |
| Participant deferral / active EE | $2,284 | $2,079+9.9% | $2,958-22.8% | $3,224-29.1% |
| Admin fee / account holder | $159 | $152+4.4% | $5,134-96.9% | $110+43.7% |