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.2 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $37,407 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 12 · EIN 04-3046611 | Claims processing; Recordkeeping and ... | $24,000 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $9,532 |
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 | $100,557 | $65,322+53.9% | $70,449+42.7% | $73,488+36.8% |
| Participation rate | 98.9% | 77.0%+22.0pp | 75.1%+23.9pp | 70.7%+28.2pp |
| Annual return | 13.43% | 15.71%-2.3pp | 109.03%-95.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $4,815 | $2,460+95.8% | $2,737+76.0% | $2,270+112.1% |
| Participant deferral / active EE | $7,421 | $3,375+119.9% | $3,709+100.1% | $3,740+98.4% |
| Admin fee / account holder | $245 | $214+14.7% | $3,845-93.6% | $513-52.2% |