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 Service code 12 · EIN 27-2037969 | Recordkeeping fees; Other fees; Direc... | $13,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,149 | $49,173-30.6% | $121,098-71.8% | $75,163-54.6% |
| Participation rate | 97.8% | 55.4%+42.4pp | 69.5%+28.3pp | 67.2%+30.6pp |
| Annual return | 18.30% | 55.99%-37.7pp | 985.75%-967.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,433 | $1,546+57.4% | $4,164-41.6% | $2,670-8.9% |
| Participant deferral / active EE | $3,843 | $2,628+46.3% | $4,080-5.8% | $4,125-6.8% |
| Admin fee / account holder | $93 | $3,942-97.6% | $5,644-98.4% | $5,651-98.4% |