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, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $31,387 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 12 · EIN 04-3046611 | Recordkeeping and information managem... | $23,996 |
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 | $93,744 | $60,795+54.2% | $69,455+35.0% | $65,185+43.8% |
| Participation rate | 96.3% | 74.9%+21.4pp | 74.6%+21.7pp | 70.2%+26.1pp |
| Annual return | 18.15% | 17.46%+0.7pp | 28.97%-10.8pp | 29.38%-11.2pp |
| Employer contribution / active EE | $4,500 | $2,452+83.5% | $2,779+61.9% | $2,177+106.7% |
| Participant deferral / active EE | $6,561 | $3,162+107.5% | $3,535+85.6% | $3,514+86.7% |
| Admin fee / account holder | $210 | $314-33.0% | $3,839-94.5% | $847-75.2% |