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.4 years Filed as: NEWPORT GROUP Service code 50 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Direct Payment | $9,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,211 | $63,745+13.3% | $98,442-26.6% | $79,386-9.0% |
| Participation rate | 95.1% | 69.9%+25.3pp | 73.3%+21.8pp | 70.7%+24.4pp |
| Annual return | 14.95% | 625.80%-610.9pp | 1492.73%-1477.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $6,186 | $2,557+141.9% | $2,960+109.0% | $2,427+154.8% |
| Participant deferral / active EE | $5,209 | $3,303+57.7% | $4,276+21.8% | $4,046+28.8% |
| Admin fee / account holder | $57 | $516-88.9% | $5,949-99.0% | $626-90.9% |