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 50 · EIN 27-2037969 1350 TREAT BLVD., SUITE 300 · WALNUT CREEK, CA 945977959 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,188 | $56,640-50.2% | $80,975-65.2% | $57,658-51.1% |
| Participation rate | 94.8% | 75.9%+19.0pp | 75.8%+19.0pp | 70.2%+24.6pp |
| Annual return | 22.08% | 19.97%+2.1pp | 17.10%+5.0pp | 5.13%+16.9pp |
| Employer contribution / active EE | $2,013 | $2,085-3.5% | $3,714-45.8% | $1,974+2.0% |
| Participant deferral / active EE | $10,160 | $4,944+105.5% | $5,696+78.4% | $3,061+232.0% |
| Admin fee / account holder | $6 | $87-92.8% | $5,516-99.9% | $95-93.3% |