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) | $46,336 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $30,686 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,146 | $82,978-14.3% | $130,231-45.4% | $74,419-4.4% |
| Participation rate | 94.5% | 73.7%+20.9pp | 76.3%+18.2pp | 70.7%+23.8pp |
| Annual return | 13.99% | 123.05%-109.1pp | 38.77%-24.8pp | 34.38%-20.4pp |
| Employer contribution / active EE | $1,585 | $3,391-53.3% | $4,126-61.6% | $2,637-39.9% |
| Participant deferral / active EE | $2,989 | $5,370-44.3% | $6,799-56.0% | $4,528-34.0% |
| Admin fee / account holder | $205 | $354-42.1% | $6,020-96.6% | $348-41.1% |