See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $19,732 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 6050 OAK TREE BLVD SOUTH · CLEVELAND, OH 44131 | Advisory (Participants) | $11,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,266 | $63,745-38.4% | $98,442-60.1% | $79,386-50.5% |
| Participation rate | 92.2% | 69.9%+22.3pp | 73.3%+18.9pp | 70.7%+21.5pp |
| Annual return | 26.44% | 625.80%-599.4pp | 1492.73%-1466.3pp | 116.85%-90.4pp |
| Employer contribution / active EE | $421 | $2,557-83.5% | $2,960-85.8% | $2,427-82.6% |
| Participant deferral / active EE | $2,709 | $3,303-18.0% | $4,276-36.7% | $4,046-33.0% |
| Admin fee / account holder | $202 | $516-60.8% | $5,949-96.6% | $626-67.7% |