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 |
|---|---|---|
Service code 28 · EIN 71-0562078 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Investment Management | $21,576 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 7015 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Recordkeeping | $11,224 |
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 | $71,102 | $104,475-31.9% | $159,436-55.4% | $79,386-10.4% |
| Participation rate | 93.7% | 76.6%+17.0pp | 82.8%+10.8pp | 70.7%+22.9pp |
| Annual return | 12.98% | 67.95%-55.0pp | 263.57%-250.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,352 | $3,417-31.2% | $4,829-51.3% | $2,427-3.1% |
| Participant deferral / active EE | $4,221 | $6,467-34.7% | $7,352-42.6% | $4,046+4.3% |
| Admin fee / account holder | $241 | $711-66.0% | $10,799-97.8% | $626-61.5% |