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 Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 95630 | Recordkeeping | $724 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,549 | $47,977-86.4% | $154,107-95.8% | $56,287-88.4% |
| Participation rate | 85.8% | 66.2%+19.6pp | 83.0%+2.8pp | 69.9%+15.9pp |
| Annual return | -7.02% | 3.54%-10.6pp | 735.12%-742.1pp | -9.96%+2.9pp |
| Employer contribution / active EE | $894 | $2,169-58.8% | $5,298-83.1% | $2,111-57.6% |
| Participant deferral / active EE | $1,788 | $2,392-25.3% | $5,081-64.8% | $3,350-46.6% |
| Admin fee / account holder | $47 | $438-89.2% | $13,411-99.6% | $521-90.9% |