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 | $8,868 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $415,752 | $98,750+321.0% | $149,696+177.7% | $79,858+420.6% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.6%+23.9pp |
| Annual return | 15.76% | 27.43%-11.7pp | 276.60%-260.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $20,628 | $3,216+541.3% | $4,644+344.2% | $2,471+734.9% |
| Participant deferral / active EE | $9,511 | $5,680+67.4% | $6,842+39.0% | $3,740+154.3% |
| Admin fee / account holder | $56 | $6,053-99.1% | $9,309-99.4% | $5,306-98.9% |