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 | $10,549 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $3,402 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $680 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,916 | $98,750-19.1% | $149,696-46.6% | $79,858+0.1% |
| Participation rate | 88.3% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.7pp |
| Annual return | -8.02% | 27.43%-35.4pp | 276.60%-284.6pp | 31.71%-39.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,067 | $5,680+24.4% | $6,842+3.3% | $3,740+89.0% |
| Admin fee / account holder | $4,252 | $6,053-29.7% | $9,309-54.3% | $5,306-19.9% |