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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $87,118 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,934 | $185,342-91.4% | $111,297-85.7% | $86,799-81.6% |
| Participation rate | 94.9% | 81.0%+13.9pp | 77.3%+17.6pp | 72.3%+22.6pp |
| Annual return | 17.47% | 500.80%-483.3pp | 54.65%-37.2pp | 97.91%-80.4pp |
| Employer contribution / active EE | $745 | $2,246-66.8% | $2,731-72.7% | $2,405-69.0% |
| Participant deferral / active EE | $3,289 | $4,458-26.2% | $4,487-26.7% | $4,131-20.4% |
| Admin fee / account holder | $63 | $255-75.5% | $7,964-99.2% | $170-63.1% |