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 7-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.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $28,783 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,123 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,044 | $45,343+283.8% | $150,298+15.8% | $67,986+156.0% |
| Participation rate | 99.1% | 51.9%+47.3pp | 77.8%+21.4pp | 57.2%+41.9pp |
| Annual return | 11.52% | 33.28%-21.8pp | 62.79%-51.3pp | 31.67%-20.1pp |
| Employer contribution / active EE | $6,304 | $1,462+331.2% | $4,154+51.8% | $2,019+212.3% |
| Participant deferral / active EE | $3,991 | $2,055+94.2% | $5,453-26.8% | $3,358+18.9% |
| Admin fee / account holder | $216 | $2,250-90.4% | $14,116-98.5% | $3,203-93.2% |