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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,328 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $9,745 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,021 | $60,795+62.9% | $69,455+42.6% | $65,185+51.9% |
| Participation rate | 97.0% | 74.9%+22.2pp | 74.6%+22.4pp | 70.2%+26.8pp |
| Annual return | 1.86% | 17.46%-15.6pp | 28.97%-27.1pp | 29.38%-27.5pp |
| Employer contribution / active EE | $2,942 | $2,452+20.0% | $2,779+5.9% | $2,177+35.2% |
| Participant deferral / active EE | $4,964 | $3,162+57.0% | $3,535+40.4% | $3,514+41.3% |
| Admin fee / account holder | $232 | $314-26.1% | $3,839-94.0% | $847-72.7% |