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.2 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $268,549 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,031 | $72,066-77.8% | $81,930-80.4% | $90,288-82.2% |
| Participation rate | 82.5% | 78.9%+3.6pp | 72.0%+10.5pp | 73.4%+9.1pp |
| Annual return | 11.85% | 15.92%-4.1pp | 29.49%-17.6pp | 53.97%-42.1pp |
| Employer contribution / active EE | $1,486 | $2,335-36.4% | $4,310-65.5% | $2,524-41.1% |
| Participant deferral / active EE | $1,396 | $3,557-60.7% | $7,107-80.4% | $4,232-67.0% |
| Admin fee / account holder | $71 | $92-22.8% | $5,158-98.6% | $114-37.4% |