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 13 · EIN 27-2037969 | Contract Administrator | $7,646 |
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 | $143,853 | $136,307+5.5% | $177,821-19.1% | $73,488+95.7% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.7%+10.6pp | 70.7%+27.7pp |
| Annual return | 16.18% | 18.68%-2.5pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $4,711 | $3,712+26.9% | $5,918-20.4% | $2,270+107.5% |
| Participant deferral / active EE | $9,263 | $5,829+58.9% | $7,714+20.1% | $3,740+147.7% |
| Admin fee / account holder | $42 | $596-92.9% | $12,427-99.7% | $513-91.8% |