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: RAYMOND JAMES & ASSOC., INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $31,019 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,025 | $89,904+9.0% | $453,369-78.4% | $86,799+12.9% |
| Participation rate | 66.8% | 75.7%-9.0pp | 78.0%-11.2pp | 72.3%-5.5pp |
| Annual return | 14.91% | 19.72%-4.8pp | 64.40%-49.5pp | 97.91%-83.0pp |
| Employer contribution / active EE | $1,340 | $3,279-59.1% | $4,070-67.1% | $2,405-44.3% |
| Participant deferral / active EE | $2,555 | $5,114-50.0% | $6,209-58.9% | $4,131-38.2% |
| Admin fee / account holder | $135 | $156-13.0% | $11,209-98.8% | $170-20.1% |