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 | $610,503 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,357 | $72,066+39.3% | $81,930+22.5% | $90,288+11.2% |
| Participation rate | 99.1% | 78.9%+20.2pp | 72.0%+27.1pp | 73.4%+25.7pp |
| Annual return | 13.78% | 15.92%-2.1pp | 29.49%-15.7pp | 53.97%-40.2pp |
| Employer contribution / active EE | $6,494 | $2,335+178.1% | $4,310+50.7% | $2,524+157.3% |
| Participant deferral / active EE | $6,221 | $3,557+74.9% | $7,107-12.5% | $4,232+47.0% |
| Admin fee / account holder | $368 | $92+298.2% | $5,158-92.9% | $114+222.9% |