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 |
|---|---|---|
Service code 26 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92612 | Advisory (Participants) | $18,919 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,946 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,279 | $77,899-14.9% | $149,673-55.7% | $75,163-11.8% |
| Participation rate | 95.5% | 65.6%+29.9pp | 78.8%+16.8pp | 67.2%+28.3pp |
| Annual return | 18.72% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $4,242 | $3,137+35.2% | $4,818-11.9% | $2,670+58.9% |
| Participant deferral / active EE | $6,144 | $3,411+80.1% | $5,680+8.2% | $4,125+48.9% |
| Admin fee / account holder | $269 | $5,956-95.5% | $13,210-98.0% | $5,651-95.2% |