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 Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 18 · EIN 62-1868111 | Participant loan processing; Account ... | $35,751 |
THE INVESTMENT COUNSEL COMPANY7+ years Service code 28 · EIN 88-0228985 | Investment Management | $22,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,774 | $51,197+34.3% | $82,719-16.9% | $66,914+2.8% |
| Participation rate | 65.2% | 67.8%-2.6pp | 72.6%-7.3pp | 69.8%-4.6pp |
| Annual return | 2.88% | -9.64%+12.5pp | 701.18%-698.3pp | 1.58%+1.3pp |
| Employer contribution / active EE | $912 | $2,611-65.1% | $3,009-69.7% | $2,544-64.2% |
| Participant deferral / active EE | $4,292 | $3,458+24.1% | $4,395-2.4% | $4,237+1.3% |
| Admin fee / account holder | $512 | $416+23.2% | $5,329-90.4% | $593-13.7% |