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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,080 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $9,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,416 | $65,061-56.3% | $143,757-80.2% | $66,914-57.5% |
| Participation rate | 85.0% | 65.2%+19.8pp | 80.3%+4.7pp | 69.8%+15.2pp |
| Annual return | -9.85% | -11.14%+1.3pp | -0.04%-9.8pp | 1.58%-11.4pp |
| Employer contribution / active EE | $963 | $2,361-59.2% | $4,951-80.6% | $2,544-62.2% |
| Participant deferral / active EE | $1,576 | $2,919-46.0% | $5,637-72.0% | $4,237-62.8% |
| Admin fee / account holder | $166 | $502-66.9% | $14,673-98.9% | $593-72.0% |