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.9+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $85,690 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $34,000 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $10,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,595 | $53,136-14.2% | $155,509-70.7% | $199,593-77.2% |
| Participation rate | 63.4% | 64.1%-0.7pp | 78.2%-14.8pp | 72.0%-8.6pp |
| Annual return | 19.52% | 41.15%-21.6pp | 64.67%-45.1pp | 34.25%-14.7pp |
| Employer contribution / active EE | $950 | $1,851-48.7% | $4,672-79.7% | $3,034-68.7% |
| Participant deferral / active EE | $2,830 | $3,161-10.5% | $5,626-49.7% | $5,087-44.4% |
| Admin fee / account holder | $145 | $185-21.8% | $15,912-99.1% | $269-46.1% |