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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,970 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $13,900 |
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 | $149,125 | $88,515+68.5% | $162,163-8.0% | $67,579+120.7% |
| Participation rate | 95.9% | 86.8%+9.1pp | 87.6%+8.3pp | 71.3%+24.6pp |
| Annual return | 20.51% | 27.04%-6.5pp | 115.59%-95.1pp | 378.56%-358.0pp |
| Employer contribution / active EE | $7,892 | $3,563+121.5% | $5,614+40.6% | $2,148+267.4% |
| Participant deferral / active EE | $7,462 | $5,724+30.4% | $7,298+2.2% | $3,539+110.8% |
| Admin fee / account holder | $69 | $124-44.5% | $10,843-99.4% | $142-51.8% |