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.3 years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $9,223 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,042 | $60,323-15.4% | $81,812-37.6% | $74,495-31.5% |
| Participation rate | 95.2% | 62.9%+32.4pp | 72.3%+22.9pp | 67.2%+28.0pp |
| Annual return | 12.72% | 16.90%-4.2pp | 773.79%-761.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $4,274 | $2,620+63.1% | $2,912+46.8% | $2,623+62.9% |
| Participant deferral / active EE | $7,923 | $3,387+133.9% | $4,319+83.5% | $4,346+82.3% |
| Admin fee / account holder | $38 | $1,486-97.4% | $7,386-99.5% | $1,942-98.0% |