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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,301 |
Filed as: FOCUS PARTNERS ADVISOR SOLUTIONS Service code 27 · EIN 90-0751149 | Advisory (Plan) | $7,722 |
Service code 27 · EIN 16-1728260 | Advisory (Plan) | $7,388 |
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 | $164,569 | $100,923+63.1% | $150,045+9.7% | $74,304+121.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 12.40% | 51.77%-39.4pp | 62.55%-50.2pp | 29.43%-17.0pp |
| Employer contribution / active EE | $5,253 | $3,463+51.7% | $4,693+11.9% | $2,241+134.4% |
| Participant deferral / active EE | $9,723 | $6,709+44.9% | $7,997+21.6% | $3,767+158.1% |
| Admin fee / account holder | $205 | $2,767-92.6% | $13,435-98.5% | $2,969-93.1% |