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 | $67,540 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP INC Service code 13 · EIN 27-2037969 | Contract Administrator | $27,760 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,650 |
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 | $132,920 | $69,763+90.5% | $67,502+96.9% | $74,495+78.4% |
| Participation rate | 89.7% | 71.4%+18.4pp | 72.9%+16.9pp | 67.2%+22.5pp |
| Annual return | 17.49% | -40.34%+57.8pp | 3512.12%-3494.6pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $3,912 | $2,704+44.7% | $2,731+43.2% | $2,623+49.1% |
| Participant deferral / active EE | $6,976 | $3,636+91.9% | $4,000+74.4% | $4,346+60.5% |
| Admin fee / account holder | $263 | $896-70.6% | $3,998-93.4% | $1,942-86.5% |