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 15 · EIN 27-2037969 | Recordkeeping | $25,172 |
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 | $41,197 | $78,422-47.5% | $95,952-57.1% | $79,858-48.4% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 10.64% | 19.37%-8.7pp | 91.61%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,090 | $1,945-43.9% | $2,541-57.1% | $2,471-55.9% |
| Participant deferral / active EE | $4,097 | $3,440+19.1% | $4,167-1.7% | $3,740+9.5% |
| Admin fee / account holder | $186 | $5,622-96.7% | $6,795-97.3% | $5,306-96.5% |