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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $135,653 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 28 10 TERRACE COURT · MADISON, WI 53718 | Investment Management | $58,356 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 20 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 554021614 | Trustee (discretionary); Trustee (ban... | $14,325 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,331 | $61,756-46.0% | $70,092-52.4% | $77,904-57.2% |
| Participation rate | 92.7% | 79.9%+12.8pp | 70.5%+22.2pp | 73.7%+19.0pp |
| Annual return | -17.17% | -11.86%-5.3pp | 190.73%-207.9pp | 12.21%-29.4pp |
| Employer contribution / active EE | $3,076 | $2,706+13.7% | $2,559+20.2% | $2,848+8.0% |
| Participant deferral / active EE | $4,370 | $3,977+9.9% | $3,849+13.5% | $4,806-9.1% |
| Admin fee / account holder | $148 | $101+46.5% | $6,267-97.6% | $133+12.0% |