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.8 years Service code 37 · EIN 27-2037969 | Loan Processing | $22,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,823 | $61,272+90.7% | $149,673-21.9% | $71,457+63.5% |
| Participation rate | 98.4% | 62.5%+35.8pp | 78.8%+19.6pp | 67.9%+30.4pp |
| Annual return | 14.46% | 35.85%-21.4pp | 134.42%-120.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $4,846 | $2,378+103.7% | $4,818+0.6% | $2,588+87.3% |
| Participant deferral / active EE | $4,192 | $2,917+43.7% | $5,680-26.2% | $4,289-2.3% |
| Admin fee / account holder | $75 | $1,261-94.1% | $13,210-99.4% | $1,587-95.3% |