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 9-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 | $3,419 |
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 | $39,136 | $46,869-16.5% | $122,332-68.0% | $70,131-44.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.86% | 24.22%-9.4pp | 30.27%-15.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,548 | $1,288+175.5% | $4,050-12.4% | $2,342+51.4% |
| Participant deferral / active EE | $5,921 | $2,166+173.3% | $3,287+80.1% | $3,332+77.7% |
| Admin fee / account holder | $36 | $3,322-98.9% | $5,478-99.4% | $4,645-99.2% |