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) | $43,503 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,439 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,621 | $74,188-21.0% | $115,756-49.4% | $64,808-9.5% |
| Participation rate | 95.8% | 76.2%+19.6pp | 77.1%+18.8pp | 71.5%+24.4pp |
| Annual return | -7.69% | -11.81%+4.1pp | 143.14%-150.8pp | 32.82%-40.5pp |
| Employer contribution / active EE | $1,469 | $3,365-56.3% | $3,793-61.3% | $2,506-41.4% |
| Participant deferral / active EE | $2,807 | $5,294-47.0% | $6,254-55.1% | $4,310-34.9% |
| Admin fee / account holder | $178 | $148+19.7% | $8,124-97.8% | $188-5.4% |