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.3+ years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $101,209 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $20,437 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $3,600 |
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 | $112,751 | $75,388+49.6% | $123,544-8.7% | $55,725+102.3% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.3%+13.8pp | 70.9%+25.3pp |
| Annual return | -4.74% | 4.48%-9.2pp | 119.20%-123.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $5,824 | $3,063+90.1% | $4,628+25.9% | $2,078+180.3% |
| Participant deferral / active EE | $5,941 | $5,651+5.1% | $6,426-7.5% | $3,356+77.1% |
| Admin fee / account holder | $141 | $120+18.0% | $9,284-98.5% | $115+22.7% |