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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,483 | $51,576-35.1% | $129,207-74.1% | $80,856-58.6% |
| Participation rate | 98.5% | 57.0%+41.6pp | 69.6%+28.9pp | 67.6%+30.9pp |
| Annual return | 12.85% | 20.81%-8.0pp | 9417.33%-9404.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,998 | $1,584+89.3% | $4,153-27.8% | $2,755+8.8% |
| Participant deferral / active EE | $4,772 | $2,669+78.8% | $4,168+14.5% | $4,296+11.1% |
| Admin fee / account holder | $91 | $4,305-97.9% | $7,715-98.8% | $6,918-98.7% |