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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $63,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,047 | $61,156+9.6% | $185,823-63.9% | $79,386-15.5% |
| Participation rate | 97.1% | 66.6%+30.5pp | 81.7%+15.4pp | 70.7%+26.4pp |
| Annual return | 14.47% | 19.45%-5.0pp | 122.05%-107.6pp | 116.85%-102.4pp |
| Employer contribution / active EE | $4,197 | $2,321+80.9% | $5,167-18.8% | $2,427+72.9% |
| Participant deferral / active EE | $3,150 | $2,789+13.0% | $5,568-43.4% | $4,046-22.1% |
| Admin fee / account holder | $297 | $710-58.2% | $16,237-98.2% | $626-52.6% |