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.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,012 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $12,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,664 | $34,932+291.2% | $56,441+142.1% | $74,546+83.3% |
| Participation rate | 82.1% | 32.9%+49.2pp | 52.5%+29.6pp | 67.2%+14.9pp |
| Annual return | 12.50% | 24.90%-12.4pp | 1704.21%-1691.7pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $5,803 | $608+853.9% | $1,039+458.5% | $2,624+121.1% |
| Participant deferral / active EE | $7,525 | $1,173+541.6% | $1,953+285.3% | $4,347+73.1% |
| Admin fee / account holder | $119 | $2,359-95.0% | $2,829-95.8% | $1,944-93.9% |