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.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $62,204 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,178 | $129,021+55.9% | $184,203+9.2% | $77,643+159.1% |
| Participation rate | 99.6% | 87.3%+12.2pp | 86.8%+12.8pp | 70.6%+29.0pp |
| Annual return | 13.92% | 33.27%-19.4pp | 28.81%-14.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $10,303 | $4,413+133.5% | $6,427+60.3% | $2,726+278.0% |
| Participant deferral / active EE | $9,842 | $7,297+34.9% | $9,131+7.8% | $4,647+111.8% |
| Admin fee / account holder | $128 | $254-49.5% | $13,901-99.1% | $430-70.2% |