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.3 years Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $177,786 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 38 500 W MONROE ST. · CHICAGO, IL 60661 | Participant Communication | $5,364 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,573 | $93,131-55.4% | $106,548-61.0% | $86,799-52.1% |
| Participation rate | 96.8% | 81.4%+15.4pp | 76.1%+20.7pp | 72.3%+24.6pp |
| Annual return | 13.80% | 19.45%-5.7pp | 26.80%-13.0pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,720 | $2,895-40.6% | $2,819-39.0% | $2,405-28.5% |
| Participant deferral / active EE | $3,636 | $4,708-22.8% | $4,398-17.3% | $4,131-12.0% |
| Admin fee / account holder | $130 | $145-10.7% | $7,407-98.3% | $170-23.6% |