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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,284 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,591 | $52,293-72.1% | $178,490-91.8% | $73,409-80.1% |
| Participation rate | 64.6% | 65.3%-0.7pp | 81.9%-17.3pp | 72.2%-7.6pp |
| Annual return | 7.78% | 34.75%-27.0pp | 151.07%-143.3pp | 59.29%-51.5pp |
| Employer contribution / active EE | $616 | $1,735-64.5% | $5,011-87.7% | $2,234-72.4% |
| Participant deferral / active EE | $783 | $2,332-66.4% | $5,202-84.9% | $3,805-79.4% |
| Admin fee / account holder | $53 | $127-58.1% | $13,984-99.6% | $158-66.2% |