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.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $32,182 | $52,293-38.5% | $178,490-82.0% | $73,409-56.2% |
| Participation rate | 44.3% | 65.3%-21.0pp | 81.9%-37.6pp | 72.2%-27.9pp |
| Annual return | 4.83% | 34.75%-29.9pp | 151.07%-146.2pp | 59.29%-54.5pp |
| Employer contribution / active EE | $821 | $1,735-52.7% | $5,011-83.6% | $2,234-63.2% |
| Participant deferral / active EE | $1,753 | $2,332-24.8% | $5,202-66.3% | $3,805-53.9% |
| Admin fee / account holder | $31 | $127-75.6% | $13,984-99.8% | $158-80.3% |