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 | $75,261 |
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 | $127,709 | $62,132+105.5% | $185,823-31.3% | $73,488+73.8% |
| Participation rate | 95.6% | 67.8%+27.8pp | 78.0%+17.6pp | 70.7%+24.9pp |
| Annual return | 16.69% | 20.44%-3.7pp | 35.95%-19.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $5,672 | $1,681+237.4% | $4,087+38.8% | $2,270+149.9% |
| Participant deferral / active EE | $11,063 | $3,711+198.1% | $5,632+96.4% | $3,740+195.8% |
| Admin fee / account holder | $537 | $419+28.2% | $9,500-94.3% | $513+4.7% |