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.9 years Service code 15 · EIN 27-2037969 307 UNIVERSITY BOULEVARD NORTH · MOBILE, AL 36688 | Recordkeeping | $78,105 |
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $42,472 |
NORTON ROSE FULBRIGHT10+ years Filed as: NORTON RETIREMENT SERVICES,INC. Service code 13 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Contract Administrator | $24,588 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 26 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Participants) | $17,346 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,747 | $50,982-22.0% | $154,803-74.3% | $85,563-53.5% |
| Participation rate | 86.9% | 59.8%+27.1pp | 78.1%+8.8pp | 66.0%+20.9pp |
| Annual return | 18.82% | 30.35%-11.5pp | 58.88%-40.1pp | 31.51%-12.7pp |
| Employer contribution / active EE | $1,689 | $1,708-1.2% | $4,305-60.8% | $2,654-36.4% |
| Participant deferral / active EE | $4,630 | $2,474+87.1% | $5,540-16.4% | $4,375+5.8% |
| Admin fee / account holder | $182 | $846-78.5% | $14,329-98.7% | $834-78.2% |