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.7 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $21,320 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 6801 BRECKSVILLE RD. DOOR N · INDEPENDENCE, OH 44131 | Advisory (Participants) | $12,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,334 | $60,323-14.9% | $81,812-37.3% | $74,495-31.1% |
| Participation rate | 87.9% | 62.9%+25.1pp | 72.3%+15.6pp | 67.2%+20.7pp |
| Annual return | 12.76% | 16.90%-4.1pp | 773.79%-761.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $474 | $2,620-81.9% | $2,912-83.7% | $2,623-81.9% |
| Participant deferral / active EE | $3,227 | $3,387-4.7% | $4,319-25.3% | $4,346-25.8% |
| Admin fee / account holder | $198 | $1,486-86.7% | $7,386-97.3% | $1,942-89.8% |