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.5 years Service code 13 · EIN 75-3169253 | Contract Administrator | $32,637 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,559 | $81,474-58.8% | $133,956-74.9% | $73,488-54.3% |
| Participation rate | 94.5% | 76.4%+18.2pp | 79.8%+14.7pp | 70.7%+23.9pp |
| Annual return | 15.24% | 19.40%-4.2pp | 45.09%-29.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,867 | $3,786-50.7% | $5,048-63.0% | $3,740-50.1% |
| Admin fee / account holder | $288 | $713-59.6% | $8,927-96.8% | $513-43.8% |