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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,406 |
Service code 27 · EIN 47-0768986 | Advisory (Plan) | $11,215 |
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 | $124,746 | $89,355+39.6% | $141,162-11.6% | $72,985+70.9% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 21.77% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,388 | $3,114+8.8% | $4,735-28.5% | $2,440+38.9% |
| Participant deferral / active EE | $7,699 | $5,418+42.1% | $6,709+14.8% | $3,607+113.4% |
| Admin fee / account holder | $260 | $5,958-95.6% | $10,261-97.5% | $5,124-94.9% |