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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $30,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,146 | $47,126-40.3% | $149,673-81.2% | $74,419-62.2% |
| Participation rate | 40.3% | 63.4%-23.1pp | 78.8%-38.5pp | 70.7%-30.4pp |
| Annual return | 19.41% | 22.75%-3.3pp | 134.42%-115.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $968 | $1,905-49.2% | $4,818-79.9% | $2,637-63.3% |
| Participant deferral / active EE | $1,488 | $2,728-45.4% | $5,680-73.8% | $4,528-67.1% |
| Admin fee / account holder | $134 | $343-61.0% | $13,210-99.0% | $348-61.6% |