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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,948 | $56,152+94.0% | $185,823-41.4% | $73,409+48.4% |
| Participation rate | 65.1% | 67.6%-2.4pp | 78.0%-12.9pp | 72.2%-7.0pp |
| Annual return | 19.72% | 17.59%+2.1pp | 35.95%-16.2pp | 59.29%-39.6pp |
| Employer contribution / active EE | $2,572 | $1,532+67.9% | $4,087-37.1% | $2,234+15.2% |
| Participant deferral / active EE | $4,131 | $3,659+12.9% | $5,632-26.7% | $3,805+8.6% |
| Admin fee / account holder | $26 | $132-80.5% | $9,500-99.7% | $158-83.7% |