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 5-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 |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 37 · EIN 27-2037969 | Loan Processing | $24,686 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $9,817 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,358 | $27,839-52.0% | $58,482-77.2% | $71,457-81.3% |
| Participation rate | 76.1% | 34.5%+41.5pp | 50.9%+25.2pp | 67.9%+8.2pp |
| Annual return | 22.21% | 26.81%-4.6pp | 4239.32%-4217.1pp | 28.85%-6.6pp |
| Employer contribution / active EE | $1,050 | $631+66.5% | $1,053-0.3% | $2,588-59.4% |
| Participant deferral / active EE | $1,796 | $1,206+48.9% | $1,924-6.6% | $4,289-58.1% |
| Admin fee / account holder | $177 | $1,641-89.2% | $2,516-93.0% | $1,587-88.9% |