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 5-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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,086 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $8,221 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,000 | $81,460-46.0% | $103,333-57.4% | $80,856-45.6% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 15.24% | 25.55%-10.3pp | 24.88%-9.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,850 | $3,105-8.2% | $3,868-26.3% | $2,755+3.5% |
| Participant deferral / active EE | $5,813 | $3,869+50.3% | $5,057+14.9% | $4,296+35.3% |
| Admin fee / account holder | $195 | $6,566-97.0% | $8,355-97.7% | $6,918-97.2% |