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.6 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $22,767 |
Filed as: MERRILL LYNCH RETIREMENT Service code 26 11951 FREEDOM DR · RESTON, VA 20190 | Advisory (Participants) | $18,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,390 | $91,407+43.7% | $135,903-3.3% | $71,457+83.9% |
| Participation rate | 94.8% | 75.7%+19.2pp | 81.9%+12.9pp | 67.9%+26.9pp |
| Annual return | 20.71% | 29.90%-9.2pp | 68.23%-47.5pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $16,762 | $7,092+136.4% | $7,758+116.1% | $4,289+290.8% |
| Admin fee / account holder | $218 | $1,266-82.8% | $10,762-98.0% | $1,587-86.2% |