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 | $29,768 |
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 | $20,933 | $65,409-68.0% | $98,442-78.7% | $85,850-75.6% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.5pp | 69.3%+24.6pp |
| Annual return | 11.33% | 21.76%-10.4pp | 1492.73%-1481.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,200 | $2,168-44.6% | $2,960-59.4% | $2,565-53.2% |
| Participant deferral / active EE | $1,669 | $3,166-47.3% | $4,276-61.0% | $3,952-57.8% |
| Admin fee / account holder | $233 | $4,593-94.9% | $5,949-96.1% | $6,260-96.3% |