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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 15 | Recordkeeping | $33,284 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $29,678 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE Service code 22 · EIN 04-2708937 | Insurance Broker | $7,984 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Participant loan p... | $2,505 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,968 | $54,320+78.5% | $67,652+43.3% | $52,331+85.3% |
| Participation rate | 94.4% | 73.6%+20.8pp | 75.7%+18.8pp | 68.1%+26.3pp |
| Annual return | -1.01% | 6.81%-7.8pp | 6625.04%-6626.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,330 | $1,544+115.7% | $2,266+47.0% | $1,882+77.0% |
| Participant deferral / active EE | $3,273 | $2,950+10.9% | $3,560-8.1% | $3,022+8.3% |
| Admin fee / account holder | $253 | $527-51.9% | $4,821-94.7% | $592-57.2% |