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 15 · EIN 27-2037969 | Recordkeeping | $74,292 |
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 | $119,186 | $46,966+153.8% | $185,117-35.6% | $69,631+71.2% |
| Participation rate | 82.2% | 65.3%+16.9pp | 77.3%+4.9pp | 70.7%+11.5pp |
| Annual return | 18.26% | 22.36%-4.1pp | 40.50%-22.2pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,370 | $1,360+0.7% | $4,182-67.2% | $2,032-32.6% |
| Participant deferral / active EE | $5,474 | $3,017+81.4% | $5,045+8.5% | $3,224+69.8% |
| Admin fee / account holder | $271 | $94+189.0% | $8,159-96.7% | $110+145.5% |