Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $18,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,810 | $55,472-80.5% | $155,567-93.1% | $74,546-85.5% |
| Participation rate | 66.4% | 61.9%+4.5pp | 78.2%-11.7pp | 67.2%-0.8pp |
| Annual return | 11.66% | 268.72%-257.1pp | 64.74%-53.1pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $712 | $2,269-68.6% | $4,674-84.8% | $2,624-72.9% |
| Participant deferral / active EE | $1,312 | $2,838-53.8% | $5,628-76.7% | $4,347-69.8% |
| Admin fee / account holder | $133 | $1,743-92.4% | $15,916-99.2% | $1,944-93.2% |