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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $107,425 | $73,102+47.0% | $123,544-13.0% | $56,287+90.9% |
| Participation rate | 39.8% | 74.3%-34.5pp | 82.3%-42.5pp | 69.9%-30.1pp |
| Annual return | -1.13% | 3.01%-4.1pp | 119.20%-120.3pp | -9.96%+8.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,118 | $5,423+12.8% | $6,426-4.8% | $3,350+82.6% |
| Admin fee / account holder | $275 | $554-50.3% | $9,284-97.0% | $521-47.2% |