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 13 · EIN 27-2037969 | Contract Administrator | $63,339 |
BKD, LLP1 year Filed as: BKD CPA'S ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $11,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,076 | $79,428+0.8% | $106,548-24.8% | $79,386+0.9% |
| Participation rate | 90.8% | 74.1%+16.6pp | 76.1%+14.6pp | 70.7%+20.1pp |
| Annual return | 15.05% | 18.27%-3.2pp | 26.80%-11.8pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,561 | $2,234+14.6% | $2,819-9.2% | $2,427+5.5% |
| Participant deferral / active EE | $3,863 | $3,823+1.0% | $4,398-12.2% | $4,046-4.5% |
| Admin fee / account holder | $300 | $523-42.7% | $7,407-96.0% | $626-52.1% |