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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,899 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $3,375 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $560 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,640 | $89,355-5.3% | $141,162-40.0% | $72,985+16.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 2.18% | 111.85%-109.7pp | 71.39%-69.2pp | 81.00%-78.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,565 | $5,418+21.2% | $6,709-2.1% | $3,607+82.0% |
| Admin fee / account holder | $5,383 | $5,958-9.7% | $10,261-47.5% | $5,124+5.0% |