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 9-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.3+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $51,014 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $27,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,153 | $37,196-2.8% | $154,107-76.5% | $55,725-35.1% |
| Participation rate | 40.6% | 64.1%-23.5pp | 83.0%-42.5pp | 70.9%-30.3pp |
| Annual return | -4.85% | 1319.68%-1324.5pp | 735.12%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $642 | $1,614-60.2% | $5,298-87.9% | $2,078-69.1% |
| Participant deferral / active EE | $1,800 | $2,068-13.0% | $5,081-64.6% | $3,356-46.4% |
| Admin fee / account holder | $179 | $102+76.1% | $13,411-98.7% | $115+55.3% |