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.3 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $73,146 |
Service code 33 · EIN 13-5674085 | Distribution (12b-1) fees; Securities... | $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 | $4,640 | $23,224-80.0% | $71,086-93.5% | $55,725-91.7% |
| Participation rate | 65.0% | 37.9%+27.1pp | 54.7%+10.3pp | 70.9%-5.9pp |
| Annual return | -4.24% | -2.87%-1.4pp | 650.59%-654.8pp | 244.93%-249.2pp |
| Employer contribution / active EE | $245 | $436-43.9% | $1,088-77.5% | $2,078-88.2% |
| Participant deferral / active EE | $619 | $929-33.3% | $1,874-66.9% | $3,356-81.5% |
| Admin fee / account holder | $9 | $118-92.2% | $3,082-99.7% | $115-92.1% |