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.4 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $153,542 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,757 | $88,122+202.7% | $141,162+89.0% | $67,579+294.7% |
| Participation rate | 95.9% | 76.5%+19.5pp | 82.5%+13.4pp | 71.3%+24.6pp |
| Annual return | 21.70% | 75.40%-53.7pp | 71.39%-49.7pp | 378.56%-356.9pp |
| Employer contribution / active EE | $11,029 | $3,224+242.0% | $4,735+132.9% | $2,148+413.5% |
| Participant deferral / active EE | $9,935 | $5,958+66.8% | $6,709+48.1% | $3,539+180.7% |
| Admin fee / account holder | $401 | $131+206.3% | $10,261-96.1% | $142+181.7% |