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 GROUP Service code 13 · EIN 27-4411131 | Contract Administrator | $565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,102 | $64,954-73.7% | $115,752-85.2% | $62,292-72.5% |
| Participation rate | 63.6% | 73.0%-9.4pp | 77.8%-14.1pp | 69.5%-5.9pp |
| Annual return | 32.19% | 24.87%+7.3pp | 19.41%+12.8pp | 28.90%+3.3pp |
| Employer contribution / active EE | $0 | $2,344-100.0% | $3,492-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,960 | $3,665-46.5% | $5,204-62.3% | $3,169-38.2% |
| Admin fee / account holder | $6 | $414-98.6% | $6,278-99.9% | $479-98.8% |