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 | $62,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,790 | $52,953+69.6% | $172,739-48.0% | $65,185+37.7% |
| Participation rate | 56.7% | 66.2%-9.5pp | 82.6%-25.9pp | 70.2%-13.5pp |
| Annual return | 21.32% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $2,111 | $2,190-3.6% | $5,143-58.9% | $2,177-3.0% |
| Participant deferral / active EE | $4,038 | $2,471+63.5% | $5,198-22.3% | $3,514+14.9% |
| Admin fee / account holder | $753 | $472+59.5% | $13,954-94.6% | $847-11.2% |