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 9-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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,799 |
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 | $122,610 | $76,367+60.6% | $93,606+31.0% | $72,985+68.0% |
| Participation rate | 99.0% | 71.7%+27.2pp | 75.8%+23.1pp | 69.5%+29.5pp |
| Annual return | 23.82% | 25.82%-2.0pp | 32.76%-8.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $8,211 | $2,275+260.9% | $2,718+202.1% | $2,440+236.5% |
| Participant deferral / active EE | $10,773 | $3,538+204.5% | $4,069+164.8% | $3,607+198.6% |
| Admin fee / account holder | $60 | $6,838-99.1% | $7,888-99.2% | $5,124-98.8% |