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.5 years Filed as: NEWPORT GROUP Service code 50 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Direct Payment | $10,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,954 | $54,350+10.3% | $82,719-27.5% | $68,494-12.5% |
| Participation rate | 92.6% | 63.9%+28.7pp | 72.6%+20.1pp | 67.9%+24.7pp |
| Annual return | -15.14% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $6,197 | $2,218+179.4% | $3,009+105.9% | $2,596+138.7% |
| Participant deferral / active EE | $5,794 | $3,246+78.5% | $4,395+31.8% | $4,027+43.9% |
| Admin fee / account holder | $61 | $4,395-98.6% | $5,329-98.8% | $5,403-98.9% |