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 8-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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $40,314 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP CONSULTING, LLC Service code 26 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Advisory (Participants) | $20,248 |
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 | $27,559 | $54,193-49.1% | $93,654-70.6% | $77,671-64.5% |
| Participation rate | 94.1% | 63.9%+30.2pp | 68.7%+25.4pp | 70.6%+23.6pp |
| Annual return | 12.48% | 30.54%-18.1pp | 133.34%-120.9pp | 31.21%-18.7pp |
| Employer contribution / active EE | $2,250 | $1,168+92.7% | $2,421-7.0% | $2,726-17.5% |
| Participant deferral / active EE | $5,205 | $3,144+65.6% | $4,413+18.0% | $4,648+12.0% |
| Admin fee / account holder | $163 | $576-71.7% | $8,282-98.0% | $430-62.2% |