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 | $59,103 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP INC Service code 13 · EIN 27-2037969 | Contract Administrator | $12,778 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,809 | $60,989+80.0% | $60,874+80.4% | $66,914+64.1% |
| Participation rate | 89.1% | 74.5%+14.7pp | 73.1%+16.0pp | 69.8%+19.3pp |
| Annual return | -12.56% | -9.60%-3.0pp | 16.90%-29.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $3,384 | $2,661+27.2% | $2,701+25.3% | $2,544+33.0% |
| Participant deferral / active EE | $6,191 | $3,615+71.3% | $3,817+62.2% | $4,237+46.1% |
| Admin fee / account holder | $232 | $338-31.5% | $3,224-92.8% | $593-60.9% |