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.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $63,223 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $19,221 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,950 | $88,083+22.6% | $164,813-34.5% | $74,495+44.9% |
| Participation rate | 75.3% | 73.0%+2.3pp | 78.6%-3.3pp | 67.2%+8.1pp |
| Annual return | 12.91% | 17.26%-4.4pp | 69.93%-57.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,065 | $2,593-58.9% | $4,341-75.5% | $2,623-59.4% |
| Participant deferral / active EE | $6,673 | $4,498+48.4% | $6,031+10.6% | $4,346+53.6% |
| Admin fee / account holder | $474 | $2,234-78.8% | $12,690-96.3% | $1,942-75.6% |