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 26 1047 S 100 W · LOGAN, UT 84321 | Advisory (Participants) | $18,277 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 75-3182674 | Contract Administrator | $18,172 |
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 | $67,895 | $47,479+43.0% | $62,929+7.9% | $82,448-17.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.68% | 20.34%-7.7pp | 1063.93%-1051.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $6,854 | $1,885+263.5% | $2,505+173.6% | $2,551+168.7% |
| Participant deferral / active EE | $2,500 | $2,870-12.9% | $3,888-35.7% | $4,139-39.6% |
| Admin fee / account holder | $251 | $3,804-93.4% | $5,065-95.0% | $7,234-96.5% |