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.2+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $11,969 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,201 | $64,909-79.7% | $82,313-84.0% | $62,292-78.8% |
| Participation rate | 84.2% | 74.9%+9.3pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 16.66% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $637 | $1,676-62.0% | $2,428-73.8% | $2,042-68.8% |
| Participant deferral / active EE | $1,264 | $3,103-59.3% | $3,706-65.9% | $3,169-60.1% |
| Admin fee / account holder | $29 | $440-93.3% | $5,608-99.5% | $479-93.8% |