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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $32,919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,431 | $104,919-9.0% | $116,228-17.9% | $85,563+11.5% |
| Participation rate | 91.3% | 78.6%+12.6pp | 74.6%+16.7pp | 66.0%+25.3pp |
| Annual return | 15.54% | 15.38%+0.2pp | 90.06%-74.5pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2 | $3,485-100.0% | $2,994-99.9% | $2,654-99.9% |
| Participant deferral / active EE | $3,576 | $5,306-32.6% | $4,953-27.8% | $4,375-18.3% |
| Admin fee / account holder | $111 | $429-74.0% | $11,989-99.1% | $834-86.7% |