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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $98,203 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP CONSULTING, LLC Service code 70 DEPT LA 24600 · PASADENA, CA 911854600 | Consulting Fees | $21,675 |
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 | $361,921 | $84,487+328.4% | $125,339+188.8% | $66,914+440.9% |
| Participation rate | 97.2% | 76.4%+20.7pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -12.84% | -8.39%-4.5pp | 572.05%-584.9pp | 1.58%-14.4pp |
| Employer contribution / active EE | $10,485 | $3,553+195.1% | $4,814+117.8% | $2,544+312.1% |
| Participant deferral / active EE | $9,226 | $6,781+36.1% | $7,446+23.9% | $4,237+117.8% |
| Admin fee / account holder | $222 | $685-67.5% | $10,010-97.8% | $593-62.5% |