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.6+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $27,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,144 | $84,936+42.6% | $111,297+8.8% | $79,386+52.6% |
| Participation rate | 74.9% | 75.9%-1.0pp | 77.3%-2.4pp | 70.7%+4.2pp |
| Annual return | 13.70% | 17.45%-3.8pp | 54.65%-41.0pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,836 | $1,979-7.3% | $2,731-32.8% | $2,427-24.4% |
| Participant deferral / active EE | $5,438 | $3,888+39.9% | $4,487+21.2% | $4,046+34.4% |
| Admin fee / account holder | $114 | $537-78.8% | $7,964-98.6% | $626-81.8% |