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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $129,263 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,944 |
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 | $16,048 | $99,078-83.8% | $96,544-83.4% | $74,419-78.4% |
| Participation rate | 94.3% | 80.7%+13.6pp | 76.0%+18.3pp | 70.7%+23.5pp |
| Annual return | 18.85% | 22.48%-3.6pp | 25.84%-7.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $850 | $2,570-66.9% | $2,965-71.3% | $2,637-67.8% |
| Participant deferral / active EE | $3,690 | $4,933-25.2% | $4,851-23.9% | $4,528-18.5% |
| Admin fee / account holder | $86 | $225-61.9% | $8,252-99.0% | $348-75.4% |