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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $17,160 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,950 | $73,638-24.0% | $95,952-41.7% | $73,488-23.9% |
| Participation rate | 93.9% | 76.2%+17.8pp | 77.1%+16.9pp | 70.7%+23.3pp |
| Annual return | 17.66% | 16.78%+0.9pp | 91.61%-73.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $460 | $1,863-75.3% | $2,541-81.9% | $2,270-79.7% |
| Participant deferral / active EE | $10,254 | $3,617+183.5% | $4,167+146.1% | $3,740+174.2% |
| Admin fee / account holder | $71 | $482-85.2% | $6,795-99.0% | $513-86.1% |