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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $14,991 |
FORTUNE 3602 years Service code 26 8211 W BROWARD BLVD STE 420 · PLANTATION, FL 33324 | Advisory (Participants) | $6,504 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,407 | $47,977-80.4% | $154,107-93.9% | $56,287-83.3% |
| Participation rate | 71.7% | 66.2%+5.6pp | 83.0%-11.3pp | 69.9%+1.9pp |
| Annual return | -10.46% | 3.54%-14.0pp | 735.12%-745.6pp | -9.96%-0.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,978 | $2,392+24.5% | $5,081-41.4% | $3,350-11.1% |
| Admin fee / account holder | $132 | $438-69.8% | $13,411-99.0% | $521-74.6% |