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.2+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $89,200 |
Service code 27 35 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $8,238 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,228 | $71,666-17.4% | $117,854-49.7% | $69,631-14.9% |
| Participation rate | 98.6% | 77.5%+21.1pp | 79.7%+19.0pp | 70.7%+27.9pp |
| Annual return | 14.14% | 18.86%-4.7pp | 335.08%-320.9pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $2,696 | $1,889+42.7% | $3,786-28.8% | $2,032+32.7% |
| Participant deferral / active EE | $4,880 | $3,340+46.1% | $4,482+8.9% | $3,224+51.4% |
| Admin fee / account holder | $50 | $120-58.3% | $8,020-99.4% | $110-54.5% |