See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $31,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,434 | $55,415+344.7% | $155,509+58.5% | $74,495+230.8% |
| Participation rate | 97.9% | 61.9%+36.0pp | 78.2%+19.7pp | 67.2%+30.7pp |
| Annual return | 15.80% | 268.50%-252.7pp | 64.67%-48.9pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $9,539 | $2,267+320.8% | $4,672+104.2% | $2,623+263.7% |
| Participant deferral / active EE | $7,079 | $2,836+149.6% | $5,626+25.8% | $4,346+62.9% |
| Admin fee / account holder | $124 | $1,738-92.8% | $15,912-99.2% | $1,942-93.6% |