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 9-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.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $41,873 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $18,750 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $8,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,020 | $52,293+1.4% | $178,490-70.3% | $73,409-27.8% |
| Participation rate | 42.3% | 65.3%-23.0pp | 81.9%-39.6pp | 72.2%-29.9pp |
| Annual return | 17.39% | 34.75%-17.4pp | 151.07%-133.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $694 | $1,735-60.0% | $5,011-86.2% | $2,234-68.9% |
| Participant deferral / active EE | $2,109 | $2,332-9.6% | $5,202-59.5% | $3,805-44.6% |
| Admin fee / account holder | $156 | $127+22.8% | $13,984-98.9% | $158-1.0% |