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.4 years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $240,898 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $12,000 |
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 | $44,321 | $44,794-1.1% | $90,281-50.9% | $77,787-43.0% |
| Participation rate | 81.7% | 66.6%+15.2pp | 73.3%+8.5pp | 73.2%+8.5pp |
| Annual return | 19.68% | 28.23%-8.5pp | 78.10%-58.4pp | 32.57%-12.9pp |
| Employer contribution / active EE | $2,157 | $1,809+19.3% | $2,854-24.4% | $2,504-13.9% |
| Participant deferral / active EE | $2,456 | $2,642-7.0% | $3,885-36.8% | $3,967-38.1% |
| Admin fee / account holder | $134 | $94+42.2% | $5,351-97.5% | $100+34.2% |