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.1+ years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $304,814 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $65,543 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $39,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,050 | $80,354-90.0% | $133,980-94.0% | $63,975-87.4% |
| Participation rate | 67.7% | 87.5%-19.8pp | 87.1%-19.3pp | 71.1%-3.4pp |
| Annual return | 11.71% | 13.11%-1.4pp | 29.30%-17.6pp | 48.65%-36.9pp |
| Employer contribution / active EE | $198 | $3,503-94.4% | $5,211-96.2% | $2,182-90.9% |
| Participant deferral / active EE | $857 | $5,239-83.6% | $6,282-86.4% | $3,356-74.5% |
| Admin fee / account holder | $121 | $69+74.1% | $9,324-98.7% | $70+71.3% |