Filed September 18, 2025
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 Service code 15 · EIN 27-2037969 | Recordkeeping | $9,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,133 | $27,641+70.5% | $61,373-23.2% | $68,494-31.2% |
| Participation rate | 94.6% | 39.5%+55.2pp | 52.6%+42.1pp | 67.9%+26.8pp |
| Annual return | -14.99% | -13.24%-1.8pp | 338.61%-353.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,642 | $695+423.7% | $1,159+214.2% | $2,596+40.3% |
| Participant deferral / active EE | $3,370 | $1,263+166.8% | $2,125+58.6% | $4,027-16.3% |
| Admin fee / account holder | $99 | $2,010-95.1% | $2,130-95.3% | $5,403-98.2% |