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 GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $9,492 |
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 | $67,798 | $56,972+19.0% | $182,532-62.9% | $65,185+4.0% |
| Participation rate | 97.4% | 66.5%+30.9pp | 78.0%+19.5pp | 70.2%+27.2pp |
| Annual return | 23.46% | 27.67%-4.2pp | 148.54%-125.1pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,028 | $1,615+25.6% | $4,076-50.2% | $2,177-6.8% |
| Participant deferral / active EE | $4,303 | $3,526+22.0% | $5,524-22.1% | $3,514+22.5% |
| Admin fee / account holder | $58 | $528-88.9% | $8,592-99.3% | $847-93.1% |