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 | $24,908 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $9,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $184,873 | $65,365+182.8% | $92,893+99.0% | $72,985+153.3% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 27.85% | 42.10%-14.3pp | 109.41%-81.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $3,801 | $2,594+46.5% | $3,653+4.1% | $2,440+55.8% |
| Participant deferral / active EE | $5,497 | $3,128+75.7% | $4,236+29.8% | $3,607+52.4% |
| Admin fee / account holder | $278 | $4,251-93.5% | $5,794-95.2% | $5,124-94.6% |