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.4 years Filed as: NEWPORT GROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $11,667 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,814 | $86,655+42.9% | $119,609+3.5% | $66,914+85.0% |
| Participation rate | 95.3% | 75.6%+19.8pp | 79.3%+16.1pp | 69.8%+25.5pp |
| Annual return | -15.65% | -8.00%-7.6pp | -14.97%-0.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,612 | $2,536+42.5% | $4,232-14.6% | $2,544+42.0% |
| Participant deferral / active EE | $9,028 | $4,358+107.2% | $5,602+61.2% | $4,237+113.1% |
| Admin fee / account holder | $83 | $755-89.0% | $10,323-99.2% | $593-86.0% |