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 |
|---|---|---|
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $39,943 |
ATCHLEY & ASSOCIATES1 year Service code 10 · EIN 74-2920819 | Accounting | $6,673 |
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 | $66,882 | $66,124+1.1% | $90,404-26.0% | $73,488-9.0% |
| Participation rate | 98.9% | 69.7%+29.2pp | 72.7%+26.2pp | 70.7%+28.2pp |
| Annual return | 16.25% | 17.65%-1.4pp | 1293.02%-1276.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,872 | $2,346+65.0% | $3,262+18.7% | $2,270+70.6% |
| Participant deferral / active EE | $3,142 | $3,039+3.4% | $3,963-20.7% | $3,740-16.0% |
| Admin fee / account holder | $177 | $396-55.3% | $5,611-96.8% | $513-65.5% |