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 | $18,395 |
Filed as: WALKER, GIROUX & HAHNE LLC Service code 10 225 1ST STREET NORTH · VIRGINIA, MN 55792 | Accounting | $9,750 |
Filed as: MERRILL LYNCH Service code 26 30 ESAT 7TH STREET · ST. PAUL, MN 55101 | Advisory (Participants) | $7,196 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $28,736 | $82,978-65.4% | $129,995-77.9% | $71,457-59.8% |
| Participation rate | 90.1% | 74.1%+16.0pp | 78.5%+11.6pp | 67.9%+22.1pp |
| Annual return | 14.59% | 20.60%-6.0pp | -137.18%+151.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $558 | $2,622-78.7% | $4,320-87.1% | $2,588-78.4% |
| Participant deferral / active EE | $2,124 | $4,432-52.1% | $5,820-63.5% | $4,289-50.5% |
| Admin fee / account holder | $213 | $1,729-87.7% | $10,614-98.0% | $1,587-86.6% |