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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,947 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $14,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,780 | $34,934-54.8% | $56,411-72.0% | $74,495-78.8% |
| Participation rate | 80.7% | 32.8%+47.9pp | 52.5%+28.2pp | 67.2%+13.5pp |
| Annual return | 20.85% | 25.94%-5.1pp | 1701.33%-1680.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $1,118 | $609+83.6% | $1,039+7.7% | $2,623-57.4% |
| Participant deferral / active EE | $1,907 | $1,170+63.0% | $1,952-2.3% | $4,346-56.1% |
| Admin fee / account holder | $191 | $2,364-91.9% | $2,829-93.2% | $1,942-90.2% |