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.3+ years Filed as: NEWPORT GROUP Service code 15 · EIN 62-1868111 13925 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,837 | $47,448-45.5% | $94,993-72.8% | $62,292-58.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 12.68% | 22.64%-10.0pp | 27.12%-14.4pp | 28.90%-16.2pp |
| Employer contribution / active EE | $2,208 | $1,300+69.8% | $2,603-15.2% | $2,042+8.1% |
| Participant deferral / active EE | $1,771 | $2,375-25.4% | $3,317-46.6% | $3,169-44.1% |
| Admin fee / account holder | $74 | $434-83.0% | $4,960-98.5% | $479-84.6% |