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.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,246 |
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 | $104,417 | $79,523+31.3% | $140,016-25.4% | $56,287+85.5% |
| Participation rate | 96.5% | 85.7%+10.8pp | 87.5%+9.0pp | 69.9%+26.7pp |
| Annual return | -7.31% | 2.39%-9.7pp | 651.12%-658.4pp | -9.96%+2.6pp |
| Employer contribution / active EE | $3,161 | $3,350-5.7% | $5,606-43.6% | $2,111+49.7% |
| Participant deferral / active EE | $7,902 | $5,129+54.1% | $6,927+14.1% | $3,350+135.9% |
| Admin fee / account holder | $31 | $614-94.9% | $10,705-99.7% | $521-94.0% |