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.6 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $28,232 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 6050 OAK TREE BLVD SOUTH · CLEVELAND, OH 44131 | Advisory (Participants) | $11,194 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,782 | $58,264-21.4% | $86,612-47.1% | $71,457-35.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 10.63% | 21.63%-11.0pp | 591.07%-580.4pp | 28.85%-18.2pp |
| Employer contribution / active EE | $7,272 | $2,574+182.5% | $3,022+140.6% | $2,588+181.0% |
| Participant deferral / active EE | $3,146 | $3,436-8.5% | $4,438-29.1% | $4,289-26.7% |
| Admin fee / account holder | $229 | $1,057-78.3% | $5,614-95.9% | $1,587-85.6% |