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 13 · EIN 27-2037969 | Contract Administrator | $6,430 |
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 | $91,844 | $52,953+73.4% | $172,739-46.8% | $65,185+40.9% |
| Participation rate | 96.4% | 66.2%+30.2pp | 82.6%+13.8pp | 70.2%+26.2pp |
| Annual return | 5.22% | 30.12%-24.9pp | 802.84%-797.6pp | 29.38%-24.2pp |
| Employer contribution / active EE | $5,560 | $2,190+153.9% | $5,143+8.1% | $2,177+155.4% |
| Participant deferral / active EE | $3,267 | $2,471+32.2% | $5,198-37.1% | $3,514-7.0% |
| Admin fee / account holder | $47 | $472-90.1% | $13,954-99.7% | $847-94.5% |