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 | $49,915+248.7% | $154,803+12.4% | $74,304+134.2% |
| Participation rate | 99.1% | 54.0%+45.2pp | 78.1%+21.1pp | 60.3%+38.8pp |
| Annual return | 11.52% | 34.06%-22.5pp | 58.88%-47.4pp | 29.43%-17.9pp |
| Employer contribution / active EE | $6,304 | $1,611+291.2% | $4,305+46.4% | $2,241+181.3% |
| Participant deferral / active EE | $3,991 | $2,255+77.0% | $5,540-28.0% | $3,767+5.9% |
| Admin fee / account holder | $216 | $2,189-90.1% | $14,329-98.5% | $2,969-92.7% |