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.1 year Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $32,936 |
DILLWOOD BURKEL & MILLAR, LLP2+ years Service code 10 · EIN 68-0456752 | Accounting | $22,199 |
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 | $22,880 | $50,643-54.8% | $106,619-78.5% | $55,167-58.5% |
| Participation rate | 86.5% | 65.6%+20.9pp | 78.0%+8.5pp | 69.0%+17.5pp |
| Annual return | 6.19% | 7.02%-0.8pp | 9.42%-3.2pp | 169.23%-163.0pp |
| Employer contribution / active EE | $501 | $1,626-69.2% | $3,947-87.3% | $1,963-74.5% |
| Participant deferral / active EE | $1,567 | $2,208-29.0% | $3,930-60.1% | $3,054-48.7% |
| Admin fee / account holder | $130 | $488-73.5% | $6,418-98.0% | $504-74.3% |