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.1 year Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $23,700 |
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 | $10,200 | $46,732-78.2% | $156,549-93.5% | $55,167-81.5% |
| Participation rate | 84.5% | 65.8%+18.7pp | 84.0%+0.5pp | 69.0%+15.5pp |
| Annual return | 11.85% | 17.72%-5.9pp | 32.23%-20.4pp | 169.23%-157.4pp |
| Employer contribution / active EE | $616 | $2,105-70.8% | $5,501-88.8% | $1,963-68.6% |
| Participant deferral / active EE | $904 | $2,204-59.0% | $4,871-81.4% | $3,054-70.4% |
| Admin fee / account holder | $88 | $418-79.0% | $13,027-99.3% | $504-82.6% |