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.2 years Service code 14 · EIN 27-2037969 | Plan Administrator | $97,692 |
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 | $131,395 | $54,590+140.7% | $81,930+60.4% | $73,488+78.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 20.45% | 17.74%+2.7pp | 29.49%-9.0pp | 28.51%-8.1pp |
| Employer contribution / active EE | $8,337 | $1,636+409.6% | $4,310+93.4% | $2,270+267.3% |
| Participant deferral / active EE | $4,964 | $2,759+79.9% | $7,107-30.1% | $3,740+32.8% |
| Admin fee / account holder | $355 | $592-40.0% | $5,158-93.1% | $513-30.8% |