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 5-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.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,191 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,463 | $61,156-89.4% | $185,823-96.5% | $79,386-91.9% |
| Participation rate | 99.1% | 66.6%+32.5pp | 81.7%+17.4pp | 70.7%+28.4pp |
| Annual return | 17.26% | 19.45%-2.2pp | 122.05%-104.8pp | 116.85%-99.6pp |
| Employer contribution / active EE | $1,709 | $2,321-26.3% | $5,167-66.9% | $2,427-29.6% |
| Participant deferral / active EE | $2,956 | $2,789+6.0% | $5,568-46.9% | $4,046-26.9% |
| Admin fee / account holder | $81 | $710-88.6% | $16,237-99.5% | $626-87.1% |