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 Service code 15 · EIN 27-2037969 | Recordkeeping | $67,035 |
CAP FINANCIAL PARTNERS, LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,106 |
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 | $64,652 | $63,905+1.2% | $74,183-12.8% | $57,658+12.1% |
| Participation rate | 70.6% | 79.8%-9.1pp | 76.6%-6.0pp | 70.2%+0.4pp |
| Annual return | 6.35% | 60.60%-54.3pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,476 | $1,840-19.8% | $2,370-37.7% | $1,974-25.2% |
| Participant deferral / active EE | $4,874 | $3,448+41.4% | $3,550+37.3% | $3,061+59.3% |
| Admin fee / account holder | $207 | $91+127.4% | $5,586-96.3% | $95+119.1% |