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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,674 |
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 | $61,497 | $82,093-25.1% | $379,746-83.8% | $73,409-16.2% |
| Participation rate | 96.7% | 76.8%+19.9pp | 78.4%+18.3pp | 72.2%+24.6pp |
| Annual return | 13.47% | 18.89%-5.4pp | 34.90%-21.4pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,636 | $2,847-42.5% | $3,540-53.8% | $2,234-26.8% |
| Participant deferral / active EE | $2,490 | $4,697-47.0% | $6,024-58.7% | $3,805-34.6% |
| Admin fee / account holder | $49 | $128-61.7% | $7,927-99.4% | $158-69.0% |