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 9-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.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $32,646 |
JOHNSON BANK1 year Filed as: JOHNSON & DUGAN INSURANCE SERVICES Service code 27 1350 BAYSHORE HIGHWAY · BURLINGAME, CA 94010 | Advisory (Plan) | $10,426 |
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 | $23,567 | $50,637-53.5% | $86,590-72.8% | $62,292-62.2% |
| Participation rate | 70.4% | 67.9%+2.5pp | 73.5%-3.2pp | 69.5%+0.9pp |
| Annual return | 21.80% | 20.80%+1.0pp | 964.84%-943.0pp | 28.90%-7.1pp |
| Employer contribution / active EE | $2,440 | $2,075+17.6% | $2,839-14.1% | $2,042+19.5% |
| Participant deferral / active EE | $3,487 | $2,611+33.6% | $3,609-3.4% | $3,169+10.0% |
| Admin fee / account holder | $165 | $413-60.1% | $4,906-96.6% | $479-65.6% |