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+ years Service code 50 · EIN 27-2037969 2001 NORTH MAIN STREET, SUITE 500 · WALNUT CREEK, CA 94596 | Direct Payment | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,881 | $55,182-64.0% | $73,307-72.9% | $55,191-64.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 74.9%+25.1pp | 69.2%+30.8pp |
| Annual return | 19.17% | 8.55%+10.6pp | 5.67%+13.5pp | 10.78%+8.4pp |
| Employer contribution / active EE | $1,888 | $1,935-2.4% | $3,237-41.7% | $1,899-0.6% |
| Participant deferral / active EE | $7,100 | $4,641+53.0% | $4,991+42.3% | $3,046+133.1% |
| Admin fee / account holder | $11 | $68-83.9% | $5,637-99.8% | $91-87.8% |