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 8-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 | $2,617 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,683 | $58,655+288.2% | $91,989+147.5% | $65,185+249.3% |
| Participation rate | 96.9% | 75.3%+21.6pp | 78.6%+18.2pp | 70.2%+26.7pp |
| Annual return | 20.33% | 33.92%-13.6pp | 69.02%-48.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $4,252 | $2,080+104.4% | $3,452+23.2% | $2,177+95.4% |
| Participant deferral / active EE | $4,341 | $5,474-20.7% | $5,923-26.7% | $3,514+23.5% |
| Admin fee / account holder | $15 | $434-96.6% | $7,743-99.8% | $847-98.2% |