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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $135,497 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,703 | $72,254-82.4% | $86,677-85.3% | $64,808-80.4% |
| Participation rate | 92.7% | 80.4%+12.3pp | 76.6%+16.1pp | 71.5%+21.2pp |
| Annual return | -14.45% | 392.42%-406.9pp | 35.91%-50.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $709 | $2,393-70.4% | $2,836-75.0% | $2,506-71.7% |
| Participant deferral / active EE | $3,068 | $4,658-34.1% | $4,656-34.1% | $4,310-28.8% |
| Admin fee / account holder | $82 | $174-52.6% | $7,493-98.9% | $188-56.1% |