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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $126,428 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,033 | $93,131-40.9% | $106,548-48.3% | $86,799-36.6% |
| Participation rate | 89.0% | 81.4%+7.6pp | 76.1%+12.9pp | 72.3%+16.7pp |
| Annual return | 14.69% | 19.45%-4.8pp | 26.80%-12.1pp | 97.91%-83.2pp |
| Employer contribution / active EE | $2,442 | $2,895-15.6% | $2,819-13.4% | $2,405+1.5% |
| Participant deferral / active EE | $1,917 | $4,708-59.3% | $4,398-56.4% | $4,131-53.6% |
| Admin fee / account holder | $158 | $145+9.1% | $7,407-97.9% | $170-6.7% |