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 | $8,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $101,957 | $305,925-66.7% | $178,490-42.9% | - |
| Participation rate | 54.5% | 64.3%-9.8pp | 81.9%-27.4pp | - |
| Annual return | 16.58% | 10.58%+6.0pp | 151.07%-134.5pp | - |
| Employer contribution / active EE | $2,119 | $2,545-16.8% | $5,011-57.7% | - |
| Participant deferral / active EE | $4,234 | $2,511+68.6% | $5,202-18.6% | - |
| Admin fee / account holder | $98 | $21,071-99.5% | $13,984-99.3% | - |