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) | $29,022 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $7,518 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 15 | Recordkeeping | $7,286 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $4,027 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,820 | $59,186+61.9% | $76,768+24.8% | $56,287+70.2% |
| Participation rate | 96.6% | 75.2%+21.4pp | 77.0%+19.6pp | 69.9%+26.8pp |
| Annual return | -3.27% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,352 | $3,255+3.0% | $3,852-13.0% | $3,350+0.1% |
| Admin fee / account holder | $219 | $489-55.3% | $6,675-96.7% | $521-58.0% |