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 Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $113,518 |
BRONFMAN E.L. ROTHSCHILD4+ years Service code 28 · EIN 39-1908691 | Investment Management | $55,848 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $10,114 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,758 | $48,261-30.1% | $68,793-50.9% | $55,725-39.4% |
| Participation rate | 85.6% | 71.0%+14.5pp | 72.2%+13.4pp | 70.9%+14.7pp |
| Annual return | -5.96% | -2.61%-3.4pp | -4.63%-1.3pp | 244.93%-250.9pp |
| Employer contribution / active EE | $2,237 | $1,742+28.4% | $2,625-14.8% | $2,078+7.7% |
| Participant deferral / active EE | $3,208 | $2,712+18.3% | $3,311-3.1% | $3,356-4.4% |
| Admin fee / account holder | $192 | $126+51.9% | $5,131-96.3% | $115+66.3% |