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, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $4,251 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,664 | $56,443+99.6% | $83,848+34.4% | $55,725+102.2% |
| Participation rate | 98.8% | 72.0%+26.8pp | 76.1%+22.7pp | 70.9%+28.0pp |
| Annual return | -6.95% | 393.67%-400.6pp | 850.88%-857.8pp | 244.93%-251.9pp |
| Employer contribution / active EE | $2,731 | $2,682+1.8% | $3,631-24.8% | $2,078+31.4% |
| Participant deferral / active EE | $6,541 | $2,965+120.6% | $4,082+60.3% | $3,356+94.9% |
| Admin fee / account holder | $13 | $156-92.0% | $5,478-99.8% | $115-89.1% |