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 |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,117 |
Filed as: MERRILL LYNCH Service code 26 221 MCKINNEY ST · HOUSTON, TX 77010 | Advisory (Participants) | $13,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,892 | $63,442-24.5% | $68,791-30.4% | $66,914-28.4% |
| Participation rate | 71.7% | 60.0%+11.7pp | 69.0%+2.6pp | 69.8%+1.9pp |
| Annual return | -15.79% | -8.29%-7.5pp | -6.38%-9.4pp | 1.58%-17.4pp |
| Employer contribution / active EE | $714 | $1,775-59.8% | $2,655-73.1% | $2,544-71.9% |
| Participant deferral / active EE | $3,156 | $2,945+7.2% | $3,941-19.9% | $4,237-25.5% |
| Admin fee / account holder | $230 | $577-60.2% | $4,932-95.3% | $593-61.3% |