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 | $13,317 |
Annual investment return 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 | $78,815 | $55,453+42.1% | $170,442-53.8% | $62,292+26.5% |
| Participation rate | 98.2% | 66.4%+31.8pp | 83.6%+14.6pp | 69.5%+28.7pp |
| Annual return | 11.57% | 21.38%-9.8pp | 205.93%-194.4pp | 28.90%-17.3pp |
| Employer contribution / active EE | $5,938 | $2,164+174.4% | $5,433+9.3% | $2,042+190.8% |
| Participant deferral / active EE | $2,584 | $2,303+12.2% | $4,939-47.7% | $3,169-18.5% |
| Admin fee / account holder | $95 | $455-79.1% | $13,880-99.3% | $479-80.2% |