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 7-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 | $65,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,828 | $52,293-14.3% | $178,490-74.9% | $73,409-38.9% |
| Participation rate | 75.8% | 65.3%+10.5pp | 81.9%-6.1pp | 72.2%+3.6pp |
| Annual return | 14.52% | 34.75%-20.2pp | 151.07%-136.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $3,364 | $1,735+93.9% | $5,011-32.9% | $2,234+50.6% |
| Participant deferral / active EE | $2,435 | $2,332+4.4% | $5,202-53.2% | $3,805-36.0% |
| Admin fee / account holder | $115 | $127-9.6% | $13,984-99.2% | $158-27.1% |