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.6 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $28,849 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,516 | $61,156+386.5% | $185,823+60.1% | $79,386+274.8% |
| Participation rate | 99.4% | 66.6%+32.8pp | 81.7%+17.7pp | 70.7%+28.7pp |
| Annual return | 11.24% | 19.45%-8.2pp | 122.05%-110.8pp | 116.85%-105.6pp |
| Employer contribution / active EE | $8,802 | $2,321+279.3% | $5,167+70.3% | $2,427+262.6% |
| Participant deferral / active EE | $6,472 | $2,789+132.1% | $5,568+16.2% | $4,046+60.0% |
| Admin fee / account holder | $131 | $710-81.6% | $16,237-99.2% | $626-79.1% |