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.1+ years Filed as: NEWPORT Service code 13 · EIN 45-2164254 | Contract Administrator | $60,422 |
RSM US LLP1+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $31,987 |
STROHM BALLWEG LLP1+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $14,094 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,496 | $33,232+659.8% | $71,796+251.7% | $63,975+294.7% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.1%+30.9pp | 71.1%+28.9pp |
| Annual return | 14.92% | 11.99%+2.9pp | 78.04%-63.1pp | 48.65%-33.7pp |
| Employer contribution / active EE | $5,449 | $723+653.8% | $1,924+183.1% | $2,182+149.8% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $203 | $63+220.3% | $4,815-95.8% | $70+188.8% |