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 Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,865 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,729 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $875,247 | $159,901+447.4% | $146,958+495.6% | $145,922+499.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | -18.64% | 98.13%-116.8pp | 418.34%-437.0pp | 561.29%-579.9pp |
| Employer contribution / active EE | $30,436 | $5,286+475.8% | $4,933+517.0% | $4,660+553.2% |
| Participant deferral / active EE | $3,515 | $8,428-58.3% | $8,070-56.4% | $6,688-47.4% |
| Admin fee / account holder | $15,429 | $15,044+2.6% | $12,998+18.7% | $13,397+15.2% |