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.8 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $39,302 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,534 | $61,272+388.9% | $149,673+100.1% | $71,457+319.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.36% | 35.85%-18.5pp | 134.42%-117.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $9,478 | $2,378+298.5% | $4,818+96.7% | $2,588+266.3% |
| Participant deferral / active EE | $7,504 | $2,917+157.2% | $5,680+32.1% | $4,289+75.0% |
| Admin fee / account holder | $139 | $1,261-89.0% | $13,210-98.9% | $1,587-91.2% |