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.6 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $191,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,006 | $52,626-6.9% | $98,442-50.2% | $93,030-47.3% |
| Participation rate | 74.3% | 65.3%+9.0pp | 73.3%+1.0pp | 73.9%+0.4pp |
| Annual return | 13.43% | 16.95%-3.5pp | 1492.73%-1479.3pp | 158.70%-145.3pp |
| Employer contribution / active EE | $2,237 | $1,894+18.1% | $2,960-24.4% | $2,706-17.3% |
| Participant deferral / active EE | $2,670 | $2,907-8.2% | $4,276-37.6% | $4,562-41.5% |
| Admin fee / account holder | $83 | $102-18.5% | $5,949-98.6% | $152-45.1% |