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 15 · EIN 27-2037969 | Recordkeeping | $22,552 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,820 |
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 50 · EIN 92-1819393 | Direct Payment | $10,577 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,659 | $55,415-44.7% | $155,509-80.3% | $74,495-58.8% |
| Participation rate | 81.4% | 61.9%+19.5pp | 78.2%+3.3pp | 67.2%+14.2pp |
| Annual return | 12.24% | 268.50%-256.3pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,185 | $2,267-47.7% | $4,672-74.6% | $2,623-54.8% |
| Participant deferral / active EE | $1,845 | $2,836-34.9% | $5,626-67.2% | $4,346-57.5% |
| Admin fee / account holder | $178 | $1,738-89.8% | $15,912-98.9% | $1,942-90.8% |