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.9+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $54,763 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,574 | $50,815-8.3% | $155,509-70.1% | $77,643-40.0% |
| Participation rate | 42.9% | 63.1%-20.2pp | 78.2%-35.2pp | 70.6%-27.6pp |
| Annual return | 13.89% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,307 | $1,993-34.4% | $4,672-72.0% | $2,726-52.1% |
| Participant deferral / active EE | $2,453 | $2,822-13.1% | $5,626-56.4% | $4,647-47.2% |
| Admin fee / account holder | $94 | $437-78.5% | $15,912-99.4% | $430-78.1% |