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 9-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 Filed as: NEWPORT GROUP Service code 13 · EIN 45-2164254 | Contract Administrator | $17,000 |
Filed as: MERRILL LYNCH,PIERCE,FENNER&SMITH Service code 59 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,125,908 | $64,119+1656.0% | $112,228+903.2% | $66,914+1582.6% |
| Participation rate | 83.1% | 68.5%+14.7pp | 75.1%+8.1pp | 69.8%+13.3pp |
| Annual return | 4.57% | -13.81%+18.4pp | 27.45%-22.9pp | 1.58%+3.0pp |
| Employer contribution / active EE | $20,632 | $3,005+586.5% | $3,635+467.6% | $2,544+710.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $89 | $625-85.8% | $6,410-98.6% | $593-85.1% |