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.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,217 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,370 | $47,126-12.2% | $149,673-72.4% | $74,419-44.4% |
| Participation rate | 39.9% | 63.4%-23.5pp | 78.8%-38.8pp | 70.7%-30.8pp |
| Annual return | 11.04% | 22.75%-11.7pp | 134.42%-123.4pp | 34.38%-23.3pp |
| Employer contribution / active EE | $992 | $1,905-47.9% | $4,818-79.4% | $2,637-62.4% |
| Participant deferral / active EE | $2,105 | $2,728-22.8% | $5,680-62.9% | $4,528-53.5% |
| Admin fee / account holder | $50 | $343-85.4% | $13,210-99.6% | $348-85.6% |