See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FORTUNE 3604 years Service code 26 82111 W BROWARD BLVD STE 420 · PLANTATION, FL 33324 | Advisory (Participants) | $12,865 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,598 | $52,293-62.5% | $178,490-89.0% | $73,409-73.3% |
| Participation rate | 26.6% | 65.3%-38.8pp | 81.9%-55.3pp | 72.2%-45.6pp |
| Annual return | 14.41% | 34.75%-20.3pp | 151.07%-136.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,934 | $2,332-17.1% | $5,202-62.8% | $3,805-49.2% |
| Admin fee / account holder | $190 | $127+49.1% | $13,984-98.6% | $158+20.2% |