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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,560 |
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 | $31,330 | $65,376-52.1% | $87,100-64.0% | $65,185-51.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 26.69% | 31.27%-4.6pp | 28.19%-1.5pp | 29.38%-2.7pp |
| Employer contribution / active EE | $2,546 | $1,822+39.7% | $2,521+1.0% | $2,177+17.0% |
| Participant deferral / active EE | $6,549 | $3,388+93.3% | $4,049+61.8% | $3,514+86.4% |
| Admin fee / account holder | $219 | $520-57.8% | $7,497-97.1% | $847-74.1% |