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.1 year Filed as: NEWPORT GROUP Service code 50 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Direct Payment | $7,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,133 | $44,873-1.6% | $79,464-44.5% | $56,287-21.6% |
| Participation rate | 87.0% | 68.7%+18.2pp | 73.3%+13.6pp | 69.9%+17.1pp |
| Annual return | -5.03% | 0.81%-5.8pp | 718.14%-723.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $5,258 | $2,140+145.7% | $2,800+87.8% | $2,111+149.1% |
| Participant deferral / active EE | $4,465 | $2,746+62.6% | $3,704+20.5% | $3,350+33.3% |
| Admin fee / account holder | $52 | $418-87.6% | $5,113-99.0% | $521-90.0% |