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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,066 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,442 | $27,915+66.4% | $58,482-20.6% | $75,163-38.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.81% | 44.20%-27.4pp | 4239.32%-4222.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,966 | $669+492.8% | $1,053+276.6% | $2,670+48.6% |
| Participant deferral / active EE | $4,420 | $1,201+268.0% | $1,924+129.8% | $4,125+7.2% |
| Admin fee / account holder | $203 | $1,726-88.3% | $2,516-91.9% | $5,651-96.4% |