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 Service code 13 · EIN 27-2037969 | Contract Administrator | $19,442 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $250 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $70,156 | $52,884+32.7% | $84,750-17.2% | $55,167+27.2% |
| Participation rate | 75.8% | 67.5%+8.3pp | 76.6%-0.8pp | 69.0%+6.8pp |
| Annual return | 12.91% | 18.03%-5.1pp | 22.78%-9.9pp | 169.23%-156.3pp |
| Employer contribution / active EE | $3,659 | $2,233+63.8% | $3,574+2.4% | $1,963+86.4% |
| Participant deferral / active EE | $5,455 | $2,644+106.3% | $3,712+47.0% | $3,054+78.6% |
| Admin fee / account holder | $230 | $581-60.4% | $5,332-95.7% | $504-54.3% |