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.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $120,012 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $30,145 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,036 | $72,254-18.3% | $86,677-31.9% | $64,808-8.9% |
| Participation rate | 97.1% | 80.4%+16.7pp | 76.6%+20.5pp | 71.5%+25.6pp |
| Annual return | -14.33% | 392.42%-406.8pp | 35.91%-50.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,575 | $2,393+49.4% | $2,836+26.1% | $2,506+42.7% |
| Participant deferral / active EE | $7,026 | $4,658+50.8% | $4,656+50.9% | $4,310+63.0% |
| Admin fee / account holder | $154 | $174-11.3% | $7,493-97.9% | $188-17.8% |