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.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $37,103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,273 | $58,234-39.4% | $81,783-56.9% | $80,874-56.4% |
| Participation rate | 96.7% | 63.4%+33.3pp | 72.4%+24.3pp | 67.6%+29.1pp |
| Annual return | 15.52% | 41.70%-26.2pp | 775.05%-759.5pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,926 | $2,341-17.8% | $2,913-33.9% | $2,756-30.1% |
| Participant deferral / active EE | $2,894 | $3,283-11.8% | $4,320-33.0% | $4,297-32.6% |
| Admin fee / account holder | $307 | $4,982-93.8% | $7,380-95.8% | $6,935-95.6% |