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 13 · EIN 27-2037969 | Contract Administrator | $5,735 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $72,168 | $63,299+14.0% | $91,001-20.7% | $62,292+15.9% |
| Participation rate | 70.5% | 73.3%-2.8pp | 75.6%-5.1pp | 69.5%+1.0pp |
| Annual return | 34.97% | 20.99%+14.0pp | 4.60%+30.4pp | 28.90%+6.1pp |
| Employer contribution / active EE | $3,946 | $1,807+118.4% | $2,456+60.7% | $2,042+93.2% |
| Participant deferral / active EE | $12,041 | $2,943+309.2% | $3,547+239.4% | $3,169+279.9% |
| Admin fee / account holder | $38 | $468-91.8% | $5,417-99.3% | $479-92.0% |