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 Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $56,247 |
Service code 33 · EIN 13-5674085 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,471 | $28,416-80.7% | $73,545-92.6% | $69,631-92.1% |
| Participation rate | 66.9% | 38.3%+28.6pp | 54.9%+12.0pp | 70.7%-3.7pp |
| Annual return | 24.89% | -694.13%+719.0pp | -15.16%+40.0pp | 27571.02%-27546.1pp |
| Employer contribution / active EE | $126 | $430-70.6% | $1,219-89.6% | $2,032-93.8% |
| Participant deferral / active EE | $623 | $897-30.6% | $1,806-65.5% | $3,224-80.7% |
| Admin fee / account holder | $8 | $104-92.2% | $2,320-99.6% | $110-92.6% |