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.2+ years Filed as: NEWPORT GROUP Service code 12 · EIN 62-1868111 | Direct payment from the plan; Claims ... | $4,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,880 | $46,173-52.6% | $170,442-87.2% | $69,631-68.6% |
| Participation rate | 61.5% | 63.9%-2.4pp | 83.6%-22.1pp | 70.7%-9.2pp |
| Annual return | 12.90% | 21.62%-8.7pp | 205.93%-193.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $679 | $1,610-57.8% | $5,433-87.5% | $2,032-66.6% |
| Participant deferral / active EE | $1,135 | $2,080-45.4% | $4,939-77.0% | $3,224-64.8% |
| Admin fee / account holder | $8 | $116-92.8% | $13,880-99.9% | $110-92.4% |