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.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $32,482 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,925 | $88,122-30.9% | $141,162-56.8% | $67,579-9.8% |
| Participation rate | 77.3% | 76.5%+0.8pp | 82.5%-5.2pp | 71.3%+6.0pp |
| Annual return | 20.08% | 75.40%-55.3pp | 71.39%-51.3pp | 378.56%-358.5pp |
| Employer contribution / active EE | $6,865 | $3,224+112.9% | $4,735+45.0% | $2,148+219.6% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $49 | $131-62.3% | $10,261-99.5% | $142-65.4% |