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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,509 | $44,873+112.8% | $79,464+20.2% | $56,287+69.7% |
| Participation rate | 66.0% | 68.7%-2.7pp | 73.3%-7.3pp | 69.9%-3.8pp |
| Annual return | 10.82% | 0.81%+10.0pp | 718.14%-707.3pp | -9.96%+20.8pp |
| Employer contribution / active EE | $1,909 | $2,140-10.8% | $2,800-31.8% | $2,111-9.6% |
| Participant deferral / active EE | $2,297 | $2,746-16.4% | $3,704-38.0% | $3,350-31.4% |
| Admin fee / account holder | $76 | $418-81.7% | $5,113-98.5% | $521-85.3% |