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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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,626 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,979 | $55,415-63.9% | $155,509-87.2% | $74,495-73.2% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 12.42% | 268.50%-256.1pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,035 | $2,267-54.4% | $4,672-77.9% | $2,623-60.6% |
| Participant deferral / active EE | $1,104 | $2,836-61.1% | $5,626-80.4% | $4,346-74.6% |
| Admin fee / account holder | $135 | $1,738-92.2% | $15,912-99.2% | $1,942-93.0% |