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 Filed as: NEWPORT GROUP Service code 50 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Direct Payment | $9,450 |
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 | $61,769 | $66,124-6.6% | $90,404-31.7% | $73,488-15.9% |
| Participation rate | 95.4% | 69.7%+25.7pp | 72.7%+22.7pp | 70.7%+24.7pp |
| Annual return | 12.61% | 17.65%-5.0pp | 1293.02%-1280.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $5,407 | $2,346+130.4% | $3,262+65.8% | $2,270+138.2% |
| Participant deferral / active EE | $4,380 | $3,039+44.1% | $3,963+10.5% | $3,740+17.1% |
| Admin fee / account holder | $58 | $396-85.4% | $5,611-99.0% | $513-88.7% |