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 6-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.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,930 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $6,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,460 | $102,553+7.7% | $151,611-27.1% | $66,914+65.1% |
| Participation rate | 92.2% | 85.5%+6.7pp | 87.5%+4.7pp | 69.8%+22.4pp |
| Annual return | -15.69% | -10.82%-4.9pp | 3.33%-19.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,487 | $4,180-40.5% | $6,166-59.7% | $2,544-2.2% |
| Participant deferral / active EE | $5,505 | $6,641-17.1% | $8,363-34.2% | $4,237+29.9% |
| Admin fee / account holder | $182 | $630-71.1% | $11,616-98.4% | $593-69.3% |