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.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $209,018 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $21,513 |
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 | $19,855 | $41,256-51.9% | $86,590-77.1% | $77,958-74.5% |
| Participation rate | 89.1% | 63.0%+26.1pp | 73.5%+15.6pp | 71.6%+17.5pp |
| Annual return | 16.03% | 17.67%-1.6pp | 964.84%-948.8pp | 20.87%-4.8pp |
| Employer contribution / active EE | $332 | $1,613-79.4% | $2,839-88.3% | $2,310-85.6% |
| Participant deferral / active EE | $1,910 | $2,332-18.1% | $3,609-47.1% | $3,537-46.0% |
| Admin fee / account holder | $105 | $71+48.1% | $4,906-97.9% | $97+7.7% |