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 | $41,631 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC Service code 13 · EIN 27-2037969 | Contract Administrator | $16,702 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,284 |
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 | $111,569 | $65,322+70.8% | $70,449+58.4% | $73,488+51.8% |
| Participation rate | 91.7% | 77.0%+14.7pp | 75.1%+16.6pp | 70.7%+21.0pp |
| Annual return | 14.11% | 15.71%-1.6pp | 109.03%-94.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $3,214 | $2,460+30.7% | $2,737+17.4% | $2,270+41.6% |
| Participant deferral / active EE | $5,505 | $3,375+63.1% | $3,709+48.4% | $3,740+47.2% |
| Admin fee / account holder | $243 | $214+13.5% | $3,845-93.7% | $513-52.7% |