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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $1,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,583 | $78,422+37.2% | $95,952+12.1% | $79,858+34.7% |
| Participation rate | 98.2% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.5pp |
| Annual return | 4.08% | 19.37%-15.3pp | 91.61%-87.5pp | 31.71%-27.6pp |
| Employer contribution / active EE | $9,038 | $1,945+364.6% | $2,541+255.7% | $2,471+265.8% |
| Participant deferral / active EE | $2,458 | $3,440-28.5% | $4,167-41.0% | $3,740-34.3% |
| Admin fee / account holder | $14 | $5,622-99.8% | $6,795-99.8% | $5,306-99.7% |