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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $60,164 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $32,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,354 | $65,908-41.8% | $81,812-53.1% | $77,643-50.6% |
| Participation rate | 94.0% | 65.8%+28.2pp | 72.3%+21.7pp | 70.6%+23.5pp |
| Annual return | 11.80% | 26.64%-14.8pp | 773.79%-762.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,665 | $2,370-29.8% | $2,912-42.8% | $2,726-38.9% |
| Participant deferral / active EE | $2,983 | $3,505-14.9% | $4,319-30.9% | $4,647-35.8% |
| Admin fee / account holder | $79 | $526-85.1% | $7,386-98.9% | $430-81.8% |