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 | $22,314 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 7015 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Recordkeeping | $12,997 |
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 | $62,488 | $91,407-31.6% | $135,903-54.0% | $71,457-12.6% |
| Participation rate | 95.3% | 75.7%+19.7pp | 81.9%+13.4pp | 67.9%+27.4pp |
| Annual return | 14.74% | 29.90%-15.2pp | 68.23%-53.5pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,651 | $3,703-28.4% | $4,856-45.4% | $2,588+2.5% |
| Participant deferral / active EE | $4,945 | $7,092-30.3% | $7,758-36.3% | $4,289+15.3% |
| Admin fee / account holder | $216 | $1,266-83.0% | $10,762-98.0% | $1,587-86.4% |