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.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $5,021 |
BB&T6+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,055 | $70,908+25.6% | $98,907-10.0% | $73,488+21.2% |
| Participation rate | 89.7% | 73.8%+16.0pp | 76.0%+13.7pp | 70.7%+19.1pp |
| Annual return | 10.23% | 34.17%-23.9pp | 196.43%-186.2pp | 28.51%-18.3pp |
| Employer contribution / active EE | $2,427 | $2,036+19.2% | $2,689-9.8% | $2,270+6.9% |
| Participant deferral / active EE | $4,324 | $3,500+23.6% | $4,244+1.9% | $3,740+15.6% |
| Admin fee / account holder | $28 | $535-94.7% | $6,642-99.6% | $513-94.5% |