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 | $21,640 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 7015 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Recordkeeping | $12,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,395 | $84,487-32.1% | $125,339-54.2% | $66,914-14.2% |
| Participation rate | 94.6% | 76.4%+18.2pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -15.91% | -8.39%-7.5pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,362 | $3,553-33.5% | $4,814-50.9% | $2,544-7.2% |
| Participant deferral / active EE | $4,261 | $6,781-37.2% | $7,446-42.8% | $4,237+0.6% |
| Admin fee / account holder | $219 | $685-68.0% | $10,010-97.8% | $593-63.0% |