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.4+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $44,307 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $15,150 |
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 | $131,760 | $88,122+49.5% | $141,162-6.7% | $67,579+95.0% |
| Participation rate | 98.6% | 76.5%+22.2pp | 82.5%+16.1pp | 71.3%+27.3pp |
| Annual return | 23.77% | 75.40%-51.6pp | 71.39%-47.6pp | 378.56%-354.8pp |
| Employer contribution / active EE | $6,011 | $3,224+86.4% | $4,735+26.9% | $2,148+179.9% |
| Participant deferral / active EE | $6,616 | $5,958+11.1% | $6,709-1.4% | $3,539+86.9% |
| Admin fee / account holder | $79 | $131-39.8% | $10,261-99.2% | $142-44.6% |