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 Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $42,669 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: ANGELL PENSION GROUP Service code 12 · EIN 04-2530412 | Participant loan processing; Claims p... | $16,920 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 62-1868111 | Recordkeeping | $10,957 |
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 | $119,633 | $46,173+159.1% | $170,442-29.8% | $69,631+71.8% |
| Participation rate | 95.4% | 63.9%+31.5pp | 83.6%+11.8pp | 70.7%+24.7pp |
| Annual return | 21.80% | 21.62%+0.2pp | 205.93%-184.1pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $5,137 | $1,610+219.1% | $5,433-5.4% | $2,032+152.8% |
| Participant deferral / active EE | $14,851 | $2,080+613.9% | $4,939+200.7% | $3,224+360.7% |
| Admin fee / account holder | $154 | $116+32.7% | $13,880-98.9% | $110+39.4% |