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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,584 | $71,516+144.1% | $98,439+77.4% | $71,457+144.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 22.48% | 32.41%-9.9pp | 21.16%+1.3pp | 28.85%-6.4pp |
| Employer contribution / active EE | $10,025 | $2,399+317.9% | $3,048+228.9% | $2,588+287.4% |
| Participant deferral / active EE | $15,753 | $4,109+283.4% | $4,738+232.5% | $4,289+267.3% |
| Admin fee / account holder | $58 | $1,675-96.5% | $8,948-99.3% | $1,587-96.3% |