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.5 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $47,640 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $21,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,659 | $52,208+136.9% | $86,612+42.8% | $74,419+66.2% |
| Participation rate | 95.6% | 66.3%+29.3pp | 71.7%+23.9pp | 70.7%+24.9pp |
| Annual return | 19.91% | 44.46%-24.5pp | 591.07%-571.2pp | 34.38%-14.5pp |
| Employer contribution / active EE | $6,492 | $2,282+184.5% | $3,022+114.8% | $2,637+146.2% |
| Participant deferral / active EE | $10,397 | $3,383+207.3% | $4,438+134.3% | $4,528+129.6% |
| Admin fee / account holder | $106 | $319-66.8% | $5,614-98.1% | $348-69.6% |