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 | $91,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,390 | $58,290+72.2% | $98,442+2.0% | $86,799+15.7% |
| Participation rate | 75.0% | 68.3%+6.7pp | 73.3%+1.7pp | 72.3%+2.7pp |
| Annual return | 19.39% | 43.48%-24.1pp | 1492.73%-1473.3pp | 97.91%-78.5pp |
| Employer contribution / active EE | $3,796 | $2,008+89.1% | $2,960+28.2% | $2,405+57.8% |
| Participant deferral / active EE | $0 | $3,152-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $257 | $138+86.6% | $5,949-95.7% | $170+51.5% |