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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $29,656 |
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 | $23,950 | $58,208-58.9% | $81,812-70.7% | $80,856-70.4% |
| Participation rate | 93.0% | 63.4%+29.6pp | 72.3%+20.7pp | 67.6%+25.4pp |
| Annual return | 10.64% | 41.66%-31.0pp | 773.79%-763.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,468 | $2,340-37.2% | $2,912-49.6% | $2,755-46.7% |
| Participant deferral / active EE | $1,920 | $3,281-41.5% | $4,319-55.5% | $4,296-55.3% |
| Admin fee / account holder | $237 | $4,981-95.2% | $7,386-96.8% | $6,918-96.6% |