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 13 · EIN 27-2037969 | Contract Administrator | $114,266 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $29,914 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,648 | $99,078-32.7% | $96,544-31.0% | $74,419-10.4% |
| Participation rate | 96.5% | 80.7%+15.8pp | 76.0%+20.5pp | 70.7%+25.8pp |
| Annual return | 14.72% | 22.48%-7.8pp | 25.84%-11.1pp | 34.38%-19.7pp |
| Employer contribution / active EE | $3,712 | $2,570+44.4% | $2,965+25.2% | $2,637+40.8% |
| Participant deferral / active EE | $7,555 | $4,933+53.2% | $4,851+55.8% | $4,528+66.9% |
| Admin fee / account holder | $151 | $225-32.9% | $8,252-98.2% | $348-56.6% |