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.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $140,116 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 28 10 TERRACE COURT · MADISON, WI 53718 | Investment Management | $43,525 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 28 · EIN 47-0648506 | Investment Management | $15,348 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 20 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 554021614 | Trustee (individual); Trustee (discre... | $15,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,243 | $73,034-47.6% | $77,163-50.4% | $80,160-52.3% |
| Participation rate | 95.3% | 78.1%+17.2pp | 69.6%+25.7pp | 72.9%+22.3pp |
| Annual return | 19.60% | 18.56%+1.0pp | 37.87%-18.3pp | 40.38%-20.8pp |
| Employer contribution / active EE | $3,122 | $2,779+12.4% | $2,535+23.2% | $2,978+4.9% |
| Participant deferral / active EE | $4,562 | $4,140+10.2% | $3,833+19.0% | $5,017-9.1% |
| Admin fee / account holder | $143 | $104+37.5% | $5,472-97.4% | $145-1.6% |