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.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $45,593 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL Service code 27 150 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Plan) | $39,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,356 | $50,815+8.9% | $155,509-64.4% | $77,643-28.7% |
| Participation rate | 62.8% | 63.1%-0.3pp | 78.2%-15.4pp | 70.6%-7.8pp |
| Annual return | 13.83% | 34.80%-21.0pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,114 | $1,993+6.1% | $4,672-54.8% | $2,726-22.4% |
| Participant deferral / active EE | $3,006 | $2,822+6.5% | $5,626-46.6% | $4,647-35.3% |
| Admin fee / account holder | $215 | $437-50.7% | $15,912-98.6% | $430-50.0% |