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.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $3,431,499 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT ADVISORS INC Service code 26 CAMBRIDGE INVESTMENT RESEARCH INC · FAIRFIELD, IA 52556 | Advisory (Participants) | $96,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,684 | $43,453-29.4% | $109,313-71.9% | $63,975-52.0% |
| Participation rate | 21.2% | 59.3%-38.1pp | 71.3%-50.1pp | 71.1%-49.9pp |
| Annual return | 5.87% | 9.85%-4.0pp | 22.07%-16.2pp | 48.65%-42.8pp |
| Employer contribution / active EE | $115 | $1,799-93.6% | $3,892-97.0% | $2,182-94.7% |
| Participant deferral / active EE | $772 | $2,093-63.1% | $3,166-75.6% | $3,356-77.0% |
| Admin fee / account holder | $236 | $79+198.6% | $5,666-95.8% | $70+234.6% |