Filed March 31, 2025
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 | $52,062 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,894 | $84,936-54.2% | $111,297-65.1% | $79,386-51.0% |
| Participation rate | 94.8% | 75.9%+18.9pp | 77.3%+17.5pp | 70.7%+24.1pp |
| Annual return | 13.50% | 17.45%-4.0pp | 54.65%-41.1pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,374 | $1,979+19.9% | $2,731-13.1% | $2,427-2.2% |
| Participant deferral / active EE | $4,275 | $3,888+10.0% | $4,487-4.7% | $4,046+5.7% |
| Admin fee / account holder | $194 | $537-63.8% | $7,964-97.6% | $626-69.0% |