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 |
|---|---|---|
Service code 27 · EIN 47-0768986 | Advisory (Plan) | $27,816 |
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,996 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (dir... | $7,432 |
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 | $97,953 | $84,487+15.9% | $125,339-21.8% | $66,914+46.4% |
| Participation rate | 95.7% | 76.4%+19.2pp | 82.4%+13.3pp | 69.8%+25.8pp |
| Annual return | -18.78% | -8.39%-10.4pp | 572.05%-590.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $3,960 | $3,553+11.5% | $4,814-17.7% | $2,544+55.7% |
| Participant deferral / active EE | $7,615 | $6,781+12.3% | $7,446+2.3% | $4,237+79.7% |
| Admin fee / account holder | $251 | $685-63.3% | $10,010-97.5% | $593-57.6% |