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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $50,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,274 | $93,182+55.9% | $146,665-0.9% | $79,386+83.0% |
| Participation rate | 81.1% | 76.4%+4.7pp | 80.1%+1.1pp | 70.7%+10.4pp |
| Annual return | 14.86% | 21.61%-6.7pp | 22.74%-7.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $3,161 | $2,420+30.6% | $4,136-23.6% | $2,427+30.2% |
| Participant deferral / active EE | $8,427 | $4,169+102.1% | $5,506+53.1% | $4,046+108.3% |
| Admin fee / account holder | $524 | $585-10.5% | $10,280-94.9% | $626-16.4% |