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 | $19,851 |
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 | $33,525 | $60,124-44.2% | $90,404-62.9% | $79,858-58.0% |
| Participation rate | 98.8% | 65.0%+33.8pp | 72.7%+26.1pp | 69.6%+29.2pp |
| Annual return | 12.57% | 71.94%-59.4pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,752 | $2,068-15.3% | $3,262-46.3% | $2,471-29.1% |
| Participant deferral / active EE | $1,043 | $2,938-64.5% | $3,963-73.7% | $3,740-72.1% |
| Admin fee / account holder | $191 | $3,976-95.2% | $5,611-96.6% | $5,306-96.4% |