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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,810 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $7,035 |
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 | $175,059 | $111,608+56.9% | $177,821-1.6% | $73,409+138.5% |
| Participation rate | 99.5% | 87.9%+11.6pp | 87.7%+11.8pp | 72.2%+27.3pp |
| Annual return | 14.80% | 18.23%-3.4pp | 48.32%-33.5pp | 59.29%-44.5pp |
| Employer contribution / active EE | $8,343 | $3,796+119.8% | $5,918+41.0% | $2,234+273.5% |
| Participant deferral / active EE | $7,871 | $6,199+27.0% | $7,714+2.0% | $3,805+106.8% |
| Admin fee / account holder | $56 | $166-66.4% | $12,427-99.6% | $158-64.8% |