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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,509 | $61,272-73.1% | $149,673-89.0% | $71,457-76.9% |
| Participation rate | 58.0% | 62.5%-4.5pp | 78.8%-20.7pp | 67.9%-9.9pp |
| Annual return | 11.84% | 35.85%-24.0pp | 134.42%-122.6pp | 28.85%-17.0pp |
| Employer contribution / active EE | $782 | $2,378-67.1% | $4,818-83.8% | $2,588-69.8% |
| Participant deferral / active EE | $1,143 | $2,917-60.8% | $5,680-79.9% | $4,289-73.4% |
| Admin fee / account holder | $155 | $1,261-87.7% | $13,210-98.8% | $1,587-90.2% |