See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWFRONT RETIREMENT SERVICE, INC. Service code 27 777 MARINERS ISLAND BLVD · SAN MATEO, CA 94404 | Advisory (Plan) | $15,738 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,459 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,324 | $80,673-52.5% | $101,326-62.2% | $84,808-54.8% |
| Participation rate | 90.5% | 77.8%+12.7pp | 81.5%+9.0pp | 68.3%+22.2pp |
| Annual return | 28.54% | 38.95%-10.4pp | 36.82%-8.3pp | 40.90%-12.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,656 | $6,840+26.5% | $7,994+8.3% | $4,212+105.5% |
| Admin fee / account holder | $137 | $12,784-98.9% | $11,185-98.8% | $7,344-98.1% |