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.6+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $17,561 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $10,100 |
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 | $213,907 | $72,277+196.0% | $101,248+111.3% | $79,858+167.9% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | 14.09% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,504 | $2,692+67.3% | $3,660+23.1% | $2,471+82.3% |
| Participant deferral / active EE | $6,191 | $3,282+88.6% | $4,370+41.7% | $3,740+65.5% |
| Admin fee / account holder | $227 | $4,400-94.8% | $5,945-96.2% | $5,306-95.7% |