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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,455 | $29,660+110.6% | $56,411+10.7% | $80,856-22.8% |
| Participation rate | 94.5% | 41.6%+52.9pp | 52.5%+42.1pp | 67.6%+26.9pp |
| Annual return | 15.65% | 35.23%-19.6pp | 1701.33%-1685.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,142 | $669+518.9% | $1,039+298.8% | $2,755+50.4% |
| Participant deferral / active EE | $5,706 | $1,226+365.4% | $1,952+192.3% | $4,296+32.8% |
| Admin fee / account holder | $122 | $2,428-95.0% | $2,829-95.7% | $6,918-98.2% |