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 15 · EIN 27-2037969 | Recordkeeping | $8,682 |
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 | $134,294 | $66,601+101.6% | $92,893+44.6% | $67,579+98.7% |
| Participation rate | 96.1% | 72.5%+23.6pp | 76.0%+20.1pp | 71.3%+24.9pp |
| Annual return | 24.84% | 92.58%-67.7pp | 109.41%-84.6pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,954 | $2,775-29.6% | $3,653-46.5% | $2,148-9.0% |
| Participant deferral / active EE | $7,136 | $3,157+126.1% | $4,236+68.5% | $3,539+101.6% |
| Admin fee / account holder | $24 | $199-88.1% | $5,794-99.6% | $142-83.4% |