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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,888 |
Service code 99 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Other Fees | $11,577 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,107 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,669 | $72,254-72.8% | $86,677-77.3% | $64,808-69.7% |
| Participation rate | 98.5% | 80.4%+18.1pp | 76.6%+21.9pp | 71.5%+27.0pp |
| Annual return | -17.06% | 392.42%-409.5pp | 35.91%-53.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,383 | $2,393-42.2% | $2,836-51.2% | $2,506-44.8% |
| Participant deferral / active EE | $917 | $4,658-80.3% | $4,656-80.3% | $4,310-78.7% |
| Admin fee / account holder | $112 | $174-35.8% | $7,493-98.5% | $188-40.6% |