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 13 · EIN 27-2037969 | Contract Administrator | $98,963 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,128 | $85,135-34.1% | $98,907-43.3% | $73,409-23.5% |
| Participation rate | 90.4% | 81.1%+9.3pp | 76.0%+14.4pp | 72.2%+18.3pp |
| Annual return | 15.22% | 19.14%-3.9pp | 196.43%-181.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,497 | $2,721-45.0% | $2,689-44.3% | $2,234-33.0% |
| Participant deferral / active EE | $1,212 | $4,349-72.1% | $4,244-71.5% | $3,805-68.2% |
| Admin fee / account holder | $138 | $139-0.7% | $6,642-97.9% | $158-12.5% |