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.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,200 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,451 | $46,292-42.9% | $143,757-81.6% | $64,808-59.2% |
| Participation rate | 70.9% | 64.2%+6.7pp | 80.3%-9.4pp | 71.5%-0.5pp |
| Annual return | 2.03% | -10.05%+12.1pp | -0.04%+2.1pp | 32.82%-30.8pp |
| Employer contribution / active EE | $1,902 | $1,910-0.4% | $4,951-61.6% | $2,506-24.1% |
| Participant deferral / active EE | $3,303 | $2,646+24.8% | $5,637-41.4% | $4,310-23.4% |
| Admin fee / account holder | $59 | $154-61.9% | $14,673-99.6% | $188-68.8% |