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 15 · EIN 27-2037969 | Recordkeeping | $17,526 |
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 | $20,105 | $91,190-78.0% | $178,490-88.7% | $79,858-74.8% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.6pp | 69.6%+25.9pp |
| Annual return | 17.93% | 24.19%-6.3pp | 151.07%-133.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,443 | $3,256-55.7% | $5,011-71.2% | $2,471-41.6% |
| Participant deferral / active EE | $1,826 | $3,236-43.6% | $5,202-64.9% | $3,740-51.2% |
| Admin fee / account holder | $136 | $6,751-98.0% | $13,984-99.0% | $5,306-97.4% |