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 | $112,273 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 28 10 TERRACE COURT · MADISON, WI 53718 | Investment Management | $51,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,057 | $61,473-38.1% | $81,930-53.5% | $73,409-48.2% |
| Participation rate | 90.1% | 72.4%+17.7pp | 72.0%+18.1pp | 72.2%+18.0pp |
| Annual return | 18.86% | 28.26%-9.4pp | 29.49%-10.6pp | 59.29%-40.4pp |
| Employer contribution / active EE | $2,646 | $1,898+39.4% | $4,310-38.6% | $2,234+18.5% |
| Participant deferral / active EE | $3,850 | $3,080+25.0% | $7,107-45.8% | $3,805+1.2% |
| Admin fee / account holder | $139 | $125+10.6% | $5,158-97.3% | $158-12.1% |