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 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $19,652 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,140 | $48,576-60.6% | $169,463-88.7% | $56,287-66.0% |
| Participation rate | 93.2% | 65.8%+27.4pp | 77.8%+15.4pp | 69.9%+23.4pp |
| Annual return | -9.66% | -2.51%-7.2pp | 1.83%-11.5pp | -9.96%+0.3pp |
| Employer contribution / active EE | $2,588 | $1,559+66.0% | $4,159-37.8% | $2,111+22.6% |
| Participant deferral / active EE | $4,336 | $3,275+32.4% | $5,277-17.8% | $3,350+29.4% |
| Admin fee / account holder | $175 | $435-59.8% | $9,109-98.1% | $521-66.4% |