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 | $47,087 |
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 | $47,081 | $58,879-20.0% | $178,490-73.6% | $73,488-35.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.27% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,612 | $2,236-27.9% | $5,011-67.8% | $2,270-29.0% |
| Participant deferral / active EE | $3,495 | $2,567+36.1% | $5,202-32.8% | $3,740-6.6% |
| Admin fee / account holder | $260 | $400-35.2% | $13,984-98.1% | $513-49.4% |