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 | $25,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,246 | $58,879-31.6% | $178,490-77.5% | $73,488-45.2% |
| Participation rate | 58.5% | 66.2%-7.8pp | 81.9%-23.5pp | 70.7%-12.2pp |
| Annual return | 20.56% | 24.86%-4.3pp | 151.07%-130.5pp | 28.51%-7.9pp |
| Employer contribution / active EE | $591 | $2,236-73.6% | $5,011-88.2% | $2,270-74.0% |
| Participant deferral / active EE | $1,992 | $2,567-22.4% | $5,202-61.7% | $3,740-46.7% |
| Admin fee / account holder | $91 | $400-77.3% | $13,984-99.3% | $513-82.3% |