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.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $49,310 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,454 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,390 | $58,290-35.9% | $98,442-62.0% | $86,799-56.9% |
| Participation rate | 88.8% | 68.3%+20.4pp | 73.3%+15.4pp | 72.3%+16.5pp |
| Annual return | 11.15% | 43.48%-32.3pp | 1492.73%-1481.6pp | 97.91%-86.8pp |
| Employer contribution / active EE | $1,729 | $2,008-13.9% | $2,960-41.6% | $2,405-28.1% |
| Participant deferral / active EE | $2,765 | $3,152-12.3% | $4,276-35.3% | $4,131-33.1% |
| Admin fee / account holder | $93 | $138-32.2% | $5,949-98.4% | $170-45.0% |