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 |
|---|---|---|
Filed as: NORTH PIER FIDUCIARY MGMT. Service code 26 4315 S SEPULVEDA BLVD · LOS ANGELES, CA 90034 | Advisory (Participants) | $15,001 |
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $11,849 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $8,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,345 | $81,248+34.6% | $155,509-29.7% | $80,856+35.2% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.6%+30.5pp |
| Annual return | 12.06% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $9,692 | $3,100+212.6% | $4,672+107.4% | $2,755+251.8% |
| Participant deferral / active EE | $7,523 | $3,452+117.9% | $5,626+33.7% | $4,296+75.1% |
| Admin fee / account holder | $279 | $7,997-96.5% | $15,912-98.2% | $6,918-96.0% |