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 | $30,670 |
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 | $108,399 | $99,957+8.4% | $149,696-27.6% | $73,488+47.5% |
| Participation rate | 87.6% | 75.7%+11.9pp | 82.5%+5.1pp | 70.7%+16.9pp |
| Annual return | 16.32% | 53.87%-37.5pp | 276.60%-260.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $3,065 | $3,191-3.9% | $4,644-34.0% | $2,270+35.0% |
| Participant deferral / active EE | $9,456 | $6,073+55.7% | $6,842+38.2% | $3,740+152.9% |
| Admin fee / account holder | $155 | $551-71.9% | $9,309-98.3% | $513-69.8% |