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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $62,247 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $58,266 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $14,567 |
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 | $69,797 | $50,815+37.4% | $155,509-55.1% | $77,643-10.1% |
| Participation rate | 56.1% | 63.1%-7.0pp | 78.2%-22.1pp | 70.6%-14.5pp |
| Annual return | 14.79% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,663 | $1,993-16.5% | $4,672-64.4% | $2,726-39.0% |
| Participant deferral / active EE | $3,794 | $2,822+34.5% | $5,626-32.6% | $4,647-18.4% |
| Admin fee / account holder | $185 | $437-57.6% | $15,912-98.8% | $430-57.0% |