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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $72,992 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,488 | $69,362+96.8% | $101,248+34.8% | $73,488+85.7% |
| Participation rate | 92.0% | 68.4%+23.6pp | 75.8%+16.2pp | 70.7%+21.3pp |
| Annual return | 22.93% | 18.46%+4.5pp | 46.47%-23.5pp | 28.51%-5.6pp |
| Employer contribution / active EE | $4,666 | $2,628+77.5% | $3,660+27.5% | $2,270+105.6% |
| Participant deferral / active EE | $8,403 | $3,300+154.7% | $4,370+92.3% | $3,740+124.7% |
| Admin fee / account holder | $326 | $704-53.7% | $5,945-94.5% | $513-36.5% |