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: CETERA FIN SPECIALIST Service code 26 200 N MARTINGALE RD · SCHAUMBURG, IL 60173 | Advisory (Participants) | $63,885 |
NEWPORT GROUP, INC.1 year Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $19,592 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,515 | $34,932-4.1% | $56,441-40.6% | $74,546-55.0% |
| Participation rate | 98.4% | 32.9%+65.5pp | 52.5%+45.9pp | 67.2%+31.2pp |
| Annual return | 9.73% | 24.90%-15.2pp | 1704.21%-1694.5pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $1,911 | $608+214.2% | $1,039+83.9% | $2,624-27.2% |
| Participant deferral / active EE | $2,200 | $1,173+87.6% | $1,953+12.6% | $4,347-49.4% |
| Admin fee / account holder | $316 | $2,359-86.6% | $2,829-88.8% | $1,944-83.7% |