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 Service code 13 · EIN 27-2037969 | Contract Administrator | $33,730 |
LPL FINANCIAL1 year Service code 27 4704 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $18,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,711 | $61,156+81.0% | $185,823-40.4% | $79,386+39.5% |
| Participation rate | 99.1% | 66.6%+32.5pp | 81.7%+17.4pp | 70.7%+28.4pp |
| Annual return | 15.25% | 19.45%-4.2pp | 122.05%-106.8pp | 116.85%-101.6pp |
| Employer contribution / active EE | $5,532 | $2,321+138.4% | $5,167+7.0% | $2,427+127.9% |
| Participant deferral / active EE | $4,304 | $2,789+54.3% | $5,568-22.7% | $4,046+6.4% |
| Admin fee / account holder | $162 | $710-77.2% | $16,237-99.0% | $626-74.2% |