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: KESTRA ADVISORY SERVICES, LLC Service code 27 340 MADSION AVE. 21ST FLOOR · NEW YORK, NY 10173 | Advisory (Plan) | $13,812 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES, INC. Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $13,061 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 15 | Recordkeeping | $12,247 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (ba... | $7,020 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $6,630 |
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 | $108,998 | $64,909+67.9% | $82,313+32.4% | $62,292+75.0% |
| Participation rate | 94.9% | 74.9%+20.0pp | 76.9%+18.0pp | 69.5%+25.4pp |
| Annual return | 15.50% | 21.18%-5.7pp | 25.88%-10.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $3,271 | $1,676+95.1% | $2,428+34.7% | $2,042+60.2% |
| Participant deferral / active EE | $3,261 | $3,103+5.1% | $3,706-12.0% | $3,169+2.9% |
| Admin fee / account holder | $236 | $440-46.4% | $5,608-95.8% | $479-50.9% |