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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,980 |
Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $15,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,888 | $61,272-28.4% | $149,673-70.7% | $71,457-38.6% |
| Participation rate | 67.3% | 62.5%+4.8pp | 78.8%-11.5pp | 67.9%-0.6pp |
| Annual return | 12.97% | 35.85%-22.9pp | 134.42%-121.4pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,421 | $2,378-40.3% | $4,818-70.5% | $2,588-45.1% |
| Participant deferral / active EE | $2,193 | $2,917-24.8% | $5,680-61.4% | $4,289-48.9% |
| Admin fee / account holder | $231 | $1,261-81.7% | $13,210-98.3% | $1,587-85.4% |