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.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $32,142 |
Filed as: MERRILL LYNCH RETIREMENT Service code 26 11951 FREEDOM DR · RESTON, VA 20190 | Advisory (Participants) | $13,816 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,125 | $84,487+33.9% | $125,339-9.7% | $66,914+69.1% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -23.88% | -8.39%-15.5pp | 572.05%-595.9pp | 1.58%-25.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $15,715 | $6,781+131.7% | $7,446+111.0% | $4,237+270.9% |
| Admin fee / account holder | $162 | $685-76.3% | $10,010-98.4% | $593-72.7% |