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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,591 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,619 | $65,409-37.9% | $98,442-58.7% | $85,850-52.7% |
| Participation rate | 77.1% | 65.0%+12.1pp | 73.3%+3.7pp | 69.3%+7.8pp |
| Annual return | 9.44% | 21.76%-12.3pp | 1492.73%-1483.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,468 | $2,168-32.3% | $2,960-50.4% | $2,565-42.8% |
| Participant deferral / active EE | $991 | $3,166-68.7% | $4,276-76.8% | $3,952-74.9% |
| Admin fee / account holder | $256 | $4,593-94.4% | $5,949-95.7% | $6,260-95.9% |