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.4+ years Filed as: NEWPORT GROUP Service code 12 · EIN 62-1868111 | Custodial (securities); Claims proces... | $4,747 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,449 | $62,928-62.7% | $172,739-86.4% | $67,579-65.3% |
| Participation rate | 72.4% | 64.5%+8.0pp | 82.6%-10.2pp | 71.3%+1.1pp |
| Annual return | 7.38% | 30.36%-23.0pp | 802.84%-795.5pp | 378.56%-371.2pp |
| Employer contribution / active EE | $1,015 | $1,636-38.0% | $5,143-80.3% | $2,148-52.8% |
| Participant deferral / active EE | $1,515 | $2,145-29.4% | $5,198-70.8% | $3,539-57.2% |
| Admin fee / account holder | $7 | $167-95.8% | $13,954-99.9% | $142-95.1% |