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 9-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 13 · EIN 27-2037969 | Contract Administrator | $39,912 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (individu... | $8,240 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,736 | $84,948-53.2% | $70,449-43.6% | $73,409-45.9% |
| Participation rate | 94.4% | 79.9%+14.4pp | 75.1%+19.3pp | 72.2%+22.2pp |
| Annual return | 19.90% | 13.39%+6.5pp | 109.03%-89.1pp | 59.29%-39.4pp |
| Employer contribution / active EE | $1,176 | $2,834-58.5% | $2,737-57.0% | $2,234-47.3% |
| Participant deferral / active EE | $2,873 | $3,387-15.2% | $3,709-22.5% | $3,805-24.5% |
| Admin fee / account holder | $38 | $98-61.6% | $3,845-99.0% | $158-76.1% |