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.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,645 | $102,514-29.1% | $97,995-25.9% | $62,292+16.6% |
| Participation rate | 58.3% | 79.5%-21.2pp | 82.4%-24.1pp | 69.5%-11.2pp |
| Annual return | 16.60% | 32.43%-15.8pp | 23.94%-7.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $735 | $3,689-80.1% | $4,158-82.3% | $2,042-64.0% |
| Participant deferral / active EE | $4,188 | $5,308-21.1% | $5,097-17.8% | $3,169+32.1% |
| Admin fee / account holder | $130 | $378-65.7% | $5,943-97.8% | $479-72.9% |