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 Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $10,308 |
LORING WARD HOLDINGS INC4 years Service code 27 · EIN 95-4699118 | Advisory (Plan) | $9,699 |
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 | $68,286 | $40,385+69.1% | $80,569-15.2% | $74,419-8.2% |
| Participation rate | 26.9% | 47.4%-20.5pp | 67.0%-40.1pp | 70.7%-43.8pp |
| Annual return | 17.12% | 164.85%-147.7pp | 935.43%-918.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $618 | $1,496-58.7% | $2,723-77.3% | $2,637-76.6% |
| Participant deferral / active EE | $1,771 | $2,674-33.8% | $4,447-60.2% | $4,528-60.9% |
| Admin fee / account holder | $164 | $720-77.2% | $5,377-97.0% | $348-52.9% |