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.9+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $90,809 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $23,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,009 | $88,890-12.2% | $102,423-23.8% | $77,643+0.5% |
| Participation rate | 97.0% | 80.9%+16.0pp | 76.5%+20.5pp | 70.6%+26.4pp |
| Annual return | 13.52% | 24.98%-11.5pp | 29.32%-15.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $4,110 | $2,698+52.4% | $3,023+35.9% | $2,726+50.8% |
| Participant deferral / active EE | $7,380 | $5,145+43.4% | $5,053+46.1% | $4,647+58.8% |
| Admin fee / account holder | $120 | $235-49.1% | $9,451-98.7% | $430-72.2% |