See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $116,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,805 | $46,292+5.4% | $143,757-66.1% | $64,808-24.7% |
| Participation rate | 58.2% | 64.2%-6.0pp | 80.3%-22.1pp | 71.5%-13.2pp |
| Annual return | -17.22% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,539 | $1,910-19.4% | $4,951-68.9% | $2,506-38.6% |
| Participant deferral / active EE | $3,493 | $2,646+32.0% | $5,637-38.0% | $4,310-19.0% |
| Admin fee / account holder | $156 | $154+1.7% | $14,673-98.9% | $188-16.8% |