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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,590 | $79,428+97.1% | $106,548+47.0% | $79,386+97.3% |
| Participation rate | 99.2% | 74.1%+25.0pp | 76.1%+23.0pp | 70.7%+28.4pp |
| Annual return | 14.87% | 18.27%-3.4pp | 26.80%-11.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $7,796 | $2,234+249.0% | $2,819+176.6% | $2,427+221.2% |
| Participant deferral / active EE | $11,838 | $3,823+209.7% | $4,398+169.2% | $4,046+192.6% |
| Admin fee / account holder | $45 | $523-91.5% | $7,407-99.4% | $626-92.9% |