Filed December 4, 2025
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 Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (individu... | $9,652 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $5,709 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,372 | $61,156-76.5% | $185,823-92.3% | $79,386-81.9% |
| Participation rate | 97.0% | 66.6%+30.4pp | 81.7%+15.3pp | 70.7%+26.3pp |
| Annual return | 10.77% | 19.45%-8.7pp | 122.05%-111.3pp | 116.85%-106.1pp |
| Employer contribution / active EE | $1,523 | $2,321-34.4% | $5,167-70.5% | $2,427-37.3% |
| Participant deferral / active EE | $2,291 | $2,789-17.9% | $5,568-58.9% | $4,046-43.4% |
| Admin fee / account holder | $83 | $710-88.3% | $16,237-99.5% | $626-86.7% |