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 |
|---|---|---|
PEOPLE'S UNITED BANK5+ years Service code 13 · EIN 06-1213065 | Contract Administrator | $39,706 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,948 |
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 | $45,790 | $55,790-17.9% | $76,817-40.4% | $67,579-32.2% |
| Participation rate | 73.4% | 71.1%+2.4pp | 72.1%+1.4pp | 71.3%+2.2pp |
| Annual return | 43.46% | 64.45%-21.0pp | 1166.11%-1122.6pp | 378.56%-335.1pp |
| Employer contribution / active EE | $1,010 | $1,810-44.2% | $2,302-56.1% | $2,148-53.0% |
| Participant deferral / active EE | $2,750 | $2,875-4.4% | $3,336-17.6% | $3,539-22.3% |
| Admin fee / account holder | $227 | $159+42.7% | $6,420-96.5% | $142+59.7% |