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.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $22,309 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,474 | $61,272-9.5% | $149,673-62.9% | $71,457-22.4% |
| Participation rate | 98.7% | 62.5%+36.2pp | 78.8%+19.9pp | 67.9%+30.8pp |
| Annual return | 18.42% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $2,493 | $2,378+4.8% | $4,818-48.3% | $2,588-3.7% |
| Participant deferral / active EE | $3,564 | $2,917+22.2% | $5,680-37.2% | $4,289-16.9% |
| Admin fee / account holder | $132 | $1,261-89.5% | $13,210-99.0% | $1,587-91.7% |