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 | $57,613 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $24,640 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,725 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,813 | $65,557+73.6% | $64,056+77.7% | $71,457+59.3% |
| Participation rate | 95.0% | 73.2%+21.8pp | 72.3%+22.7pp | 67.9%+27.0pp |
| Annual return | 8.22% | 18.94%-10.7pp | 33.69%-25.5pp | 28.85%-20.6pp |
| Employer contribution / active EE | $3,522 | $2,669+32.0% | $2,747+28.2% | $2,588+36.1% |
| Participant deferral / active EE | $6,413 | $3,626+76.9% | $3,880+65.3% | $4,289+49.5% |
| Admin fee / account holder | $296 | $616-52.0% | $3,068-90.4% | $1,587-81.4% |