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.6 years Filed as: NEWPORT GROUP Service code 50 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Direct Payment | $8,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,219 | $57,281+38.3% | $86,612-8.5% | $75,163+5.4% |
| Participation rate | 84.4% | 63.2%+21.2pp | 71.7%+12.7pp | 67.2%+17.2pp |
| Annual return | 17.57% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $6,406 | $2,314+176.8% | $3,022+111.9% | $2,670+139.9% |
| Participant deferral / active EE | $5,313 | $3,318+60.1% | $4,438+19.7% | $4,125+28.8% |
| Admin fee / account holder | $63 | $4,112-98.5% | $5,614-98.9% | $5,651-98.9% |