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.5+ years Filed as: NEWPORT GROUP Service code 12 · EIN 62-1868111 | Custodial (securities); Direct paymen... | $10,466 |
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 | $27,458 | $52,293-47.5% | $178,490-84.6% | $73,409-62.6% |
| Participation rate | 71.7% | 65.3%+6.4pp | 81.9%-10.2pp | 72.2%-0.5pp |
| Annual return | 3.81% | 34.75%-30.9pp | 151.07%-147.3pp | 59.29%-55.5pp |
| Employer contribution / active EE | $1,073 | $1,735-38.2% | $5,011-78.6% | $2,234-51.9% |
| Participant deferral / active EE | $1,627 | $2,332-30.3% | $5,202-68.7% | $3,805-57.3% |
| Admin fee / account holder | $17 | $127-86.5% | $13,984-99.9% | $158-89.1% |