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.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $109,909 |
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $12,500 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,500 |
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 | $132,732 | $50,815+161.2% | $155,509-14.6% | $77,643+71.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 11.50% | 34.80%-23.3pp | 64.67%-53.2pp | 31.24%-19.7pp |
| Employer contribution / active EE | $10,215 | $1,993+412.6% | $4,672+118.6% | $2,726+274.8% |
| Participant deferral / active EE | $6,824 | $2,822+141.8% | $5,626+21.3% | $4,647+46.8% |
| Admin fee / account holder | $124 | $437-71.5% | $15,912-99.2% | $430-71.1% |