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.4 years Service code 14 · EIN 27-2037969 | Plan Administrator | $16,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,039 | $59,584+101.5% | $86,874+38.2% | $79,386+51.2% |
| Participation rate | 94.0% | 67.7%+26.4pp | 71.6%+22.4pp | 70.7%+23.3pp |
| Annual return | 14.22% | 23.15%-8.9pp | 63.52%-49.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $3,731 | $1,768+111.1% | $2,495+49.5% | $2,427+53.7% |
| Participant deferral / active EE | $3,671 | $3,036+20.9% | $3,699-0.8% | $4,046-9.3% |
| Admin fee / account holder | $125 | $604-79.3% | $5,828-97.9% | $626-80.1% |