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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 7-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 | $1,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,225 | $109,413+36.4% | $156,263-4.5% | $84,808+76.0% |
| Participation rate | 95.8% | 72.7%+23.1pp | 78.9%+16.9pp | 68.3%+27.5pp |
| Annual return | 17.29% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $6,200 | $2,907+113.3% | $4,333+43.1% | $2,631+135.6% |
| Participant deferral / active EE | $12,168 | $4,590+165.1% | $6,158+97.6% | $4,212+188.9% |
| Admin fee / account holder | $13 | $9,357-99.9% | $14,255-99.9% | $7,344-99.8% |