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 15 · EIN 27-2037969 | Recordkeeping | $160,161 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $29,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,327 | $52,208-30.4% | $86,612-58.1% | $74,419-51.2% |
| Participation rate | 91.0% | 66.3%+24.7pp | 71.7%+19.3pp | 70.7%+20.3pp |
| Annual return | 14.18% | 44.46%-30.3pp | 591.07%-576.9pp | 34.38%-20.2pp |
| Employer contribution / active EE | $1,430 | $2,282-37.4% | $3,022-52.7% | $2,637-45.8% |
| Participant deferral / active EE | $2,658 | $3,383-21.4% | $4,438-40.1% | $4,528-41.3% |
| Admin fee / account holder | $84 | $319-73.7% | $5,614-98.5% | $348-75.9% |