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 6-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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,662 |
Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $6,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,124 | $49,451-37.1% | $79,550-60.9% | $66,914-53.5% |
| Participation rate | 96.4% | 61.3%+35.1pp | 69.5%+26.9pp | 69.8%+26.6pp |
| Annual return | -17.44% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,850 | $1,266+46.2% | $2,413-23.3% | $2,544-27.3% |
| Participant deferral / active EE | $4,121 | $3,159+30.5% | $3,985+3.4% | $4,237-2.7% |
| Admin fee / account holder | $197 | $595-66.9% | $6,832-97.1% | $593-66.8% |