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.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $141,790 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 28 10 TERRACE COURT · MADISON, WI 53718 | Investment Management | $58,624 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 20 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 554021614 | Trustee (discretionary); Trustee (dir... | $16,745 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 28 · EIN 47-0648506 | Investment Management | $10,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,411 | $76,173-48.3% | $81,382-51.6% | $199,593-80.3% |
| Participation rate | 94.3% | 76.3%+18.1pp | 69.5%+24.9pp | 72.0%+22.4pp |
| Annual return | 13.57% | 15.59%-2.0pp | 24.73%-11.2pp | 34.25%-20.7pp |
| Employer contribution / active EE | $3,347 | $2,792+19.9% | $2,463+35.9% | $3,034+10.3% |
| Participant deferral / active EE | $4,871 | $4,201+15.9% | $3,883+25.4% | $5,087-4.2% |
| Admin fee / account holder | $135 | $146-7.7% | $5,768-97.7% | $269-49.8% |