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 | $5,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,196 | $91,517-80.1% | $101,248-82.0% | $73,409-75.2% |
| Participation rate | 38.8% | 73.8%-35.0pp | 75.8%-37.0pp | 72.2%-33.4pp |
| Annual return | 15.30% | 17.17%-1.9pp | 46.47%-31.2pp | 59.29%-44.0pp |
| Employer contribution / active EE | $630 | $2,877-78.1% | $3,660-82.8% | $2,234-71.8% |
| Participant deferral / active EE | $1,076 | $3,338-67.8% | $4,370-75.4% | $3,805-71.7% |
| Admin fee / account holder | $33 | $216-84.6% | $5,945-99.4% | $158-78.9% |