See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $5,857 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,416 | $65,435-18.4% | $86,677-38.4% | $66,914-20.2% |
| Participation rate | 99.1% | 75.5%+23.7pp | 76.6%+22.5pp | 69.8%+29.3pp |
| Annual return | -17.95% | -10.89%-7.1pp | 35.91%-53.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,196 | $2,153-44.4% | $2,836-57.8% | $2,544-53.0% |
| Participant deferral / active EE | $2,045 | $4,100-50.1% | $4,656-56.1% | $4,237-51.7% |
| Admin fee / account holder | $45 | $642-93.0% | $7,493-99.4% | $593-92.5% |