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.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $17,421 |
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 | $35,055 | $44,873-21.9% | $79,464-55.9% | $56,287-37.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 6.95% | 0.81%+6.1pp | 718.14%-711.2pp | -9.96%+16.9pp |
| Employer contribution / active EE | $2,688 | $2,140+25.6% | $2,800-4.0% | $2,111+27.3% |
| Participant deferral / active EE | $1,877 | $2,746-31.6% | $3,704-49.3% | $3,350-44.0% |
| Admin fee / account holder | $166 | $418-60.3% | $5,113-96.7% | $521-68.1% |