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.4 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $45,163 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $21,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,828 | $47,722+138.5% | $82,719+37.6% | $64,808+75.6% |
| Participation rate | 93.6% | 67.6%+25.9pp | 72.6%+21.0pp | 71.5%+22.1pp |
| Annual return | -16.98% | -13.05%-3.9pp | 701.18%-718.2pp | 32.82%-49.8pp |
| Employer contribution / active EE | $5,220 | $2,179+139.6% | $3,009+73.5% | $2,506+108.3% |
| Participant deferral / active EE | $9,059 | $3,329+172.1% | $4,395+106.1% | $4,310+110.2% |
| Admin fee / account holder | $111 | $143-22.5% | $5,329-97.9% | $188-41.0% |