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.2 years Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $25,273 |
Filed as: WEALTH ENHANCEMENT GROUP Service code 26 300 N. CORPORATE DRIVE · BROOKEFIELD, WI 53045 | Advisory (Participants) | $20,493 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,200 | $86,929-53.8% | $102,423-60.8% | $80,856-50.3% |
| Participation rate | 89.5% | 72.4%+17.2pp | 76.5%+13.0pp | 67.6%+21.9pp |
| Annual return | 12.03% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,391 | $2,369+0.9% | $3,023-20.9% | $2,755-13.2% |
| Participant deferral / active EE | $4,726 | $4,118+14.8% | $5,053-6.5% | $4,296+10.0% |
| Admin fee / account holder | $300 | $8,049-96.3% | $9,451-96.8% | $6,918-95.7% |