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 Service code 15 · EIN 06-1528418 | Recordkeeping | $16,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,500 | $80,724-35.0% | $103,333-49.2% | $74,495-29.5% |
| Participation rate | 83.7% | 65.7%+18.0pp | 74.5%+9.2pp | 67.2%+16.5pp |
| Annual return | 13.70% | 27.56%-13.9pp | 24.88%-11.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $13,598 | $3,157+330.7% | $3,868+251.6% | $2,623+418.4% |
| Participant deferral / active EE | $2,671 | $3,860-30.8% | $5,057-47.2% | $4,346-38.5% |
| Admin fee / account holder | $125 | $2,368-94.7% | $8,355-98.5% | $1,942-93.5% |