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.9 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $55,003 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,961 | $73,360+190.3% | $177,989+19.6% | $74,495+185.9% |
| Participation rate | 76.2% | 66.6%+9.6pp | 77.1%-0.9pp | 67.2%+9.0pp |
| Annual return | 16.43% | 17.49%-1.1pp | 294.48%-278.1pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,374 | $2,216+7.1% | $3,949-39.9% | $2,623-9.5% |
| Participant deferral / active EE | $5,959 | $4,513+32.0% | $6,276-5.0% | $4,346+37.1% |
| Admin fee / account holder | $267 | $1,808-85.2% | $10,363-97.4% | $1,942-86.3% |