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.4+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $52,826 |
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 | $89,775 | $86,332+4.0% | $125,175-28.3% | $65,185+37.7% |
| Participation rate | 78.9% | 75.3%+3.6pp | 79.8%-0.8pp | 70.2%+8.7pp |
| Annual return | 21.48% | 27.43%-6.0pp | 43.79%-22.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,646 | $2,040-19.3% | $3,865-57.4% | $2,177-24.4% |
| Participant deferral / active EE | $4,592 | $3,537+29.8% | $4,937-7.0% | $3,514+30.7% |
| Admin fee / account holder | $207 | $609-66.0% | $9,702-97.9% | $847-75.5% |