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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 15 | Recordkeeping | $8,579 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping fees; Direct payment fr... | $7,027 |
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 | $26,177 | $41,854-37.5% | $73,843-64.6% | $52,331-50.0% |
| Participation rate | 72.5% | 66.2%+6.3pp | 73.4%-0.9pp | 68.1%+4.4pp |
| Annual return | 0.31% | 2.11%-1.8pp | 2267.84%-2267.5pp | 4.54%-4.2pp |
| Employer contribution / active EE | $493 | $1,920-74.3% | $2,787-82.3% | $1,882-73.8% |
| Participant deferral / active EE | $3,047 | $2,498+22.0% | $3,583-15.0% | $3,022+0.8% |
| Admin fee / account holder | $28 | $493-94.3% | $4,880-99.4% | $592-95.2% |