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.7 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $64,597 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $17,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,770 | $50,815-23.7% | $155,509-75.1% | $77,643-50.1% |
| Participation rate | 81.9% | 63.1%+18.8pp | 78.2%+3.7pp | 70.6%+11.4pp |
| Annual return | 11.99% | 34.80%-22.8pp | 64.67%-52.7pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,756 | $1,993+38.3% | $4,672-41.0% | $2,726+1.1% |
| Participant deferral / active EE | $5,129 | $2,822+81.7% | $5,626-8.8% | $4,647+10.4% |
| Admin fee / account holder | $87 | $437-80.1% | $15,912-99.5% | $430-79.8% |