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 12 · EIN 27-2037969 | Recordkeeping and information managem... | $19,886 |
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 | $25,080 | $43,999-43.0% | $79,464-68.4% | $55,725-55.0% |
| Participation rate | 72.8% | 66.9%+5.9pp | 73.3%-0.5pp | 70.9%+2.0pp |
| Annual return | -1.29% | 1.81%-3.1pp | 718.14%-719.4pp | 244.93%-246.2pp |
| Employer contribution / active EE | $508 | $1,830-72.2% | $2,800-81.9% | $2,078-75.6% |
| Participant deferral / active EE | $3,388 | $2,538+33.5% | $3,704-8.5% | $3,356+1.0% |
| Admin fee / account holder | $25 | $118-78.9% | $5,113-99.5% | $115-78.5% |