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); Account maint... | $4,417 |
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 | $98,313 | $88,122+11.6% | $141,162-30.4% | $67,579+45.5% |
| Participation rate | 99.0% | 76.5%+22.6pp | 82.5%+16.5pp | 71.3%+27.7pp |
| Annual return | 25.26% | 75.40%-50.1pp | 71.39%-46.1pp | 378.56%-353.3pp |
| Employer contribution / active EE | $8,543 | $3,224+165.0% | $4,735+80.4% | $2,148+297.8% |
| Participant deferral / active EE | $3,465 | $5,958-41.8% | $6,709-48.4% | $3,539-2.1% |
| Admin fee / account holder | $17 | $131-87.3% | $10,261-99.8% | $142-88.4% |