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 Filed as: NEWPORT TRUST COMPANY Service code 14 · EIN 27-2037969 | Plan Administrator | $19,714 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,679 | $65,557+41.4% | $64,056+44.7% | $71,457+29.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 10.38% | 18.94%-8.6pp | 33.69%-23.3pp | 28.85%-18.5pp |
| Employer contribution / active EE | $2,765 | $2,669+3.6% | $2,747+0.7% | $2,588+6.9% |
| Participant deferral / active EE | $5,204 | $3,626+43.5% | $3,880+34.1% | $4,289+21.3% |
| Admin fee / account holder | $97 | $616-84.3% | $3,068-96.8% | $1,587-93.9% |