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 | Sub-transfer agency fees; Direct paym... | $96,311 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP SECURITES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $9,885 |
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 | $13,844 | $45,324-69.5% | $122,332-88.7% | $69,631-80.1% |
| Participation rate | 89.9% | 59.9%+29.9pp | 71.6%+18.2pp | 70.7%+19.2pp |
| Annual return | 17.46% | 25.35%-7.9pp | 30.27%-12.8pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $573 | $1,230-53.4% | $4,050-85.8% | $2,032-71.8% |
| Participant deferral / active EE | $1,417 | $2,367-40.1% | $3,287-56.9% | $3,224-56.0% |
| Admin fee / account holder | $38 | $87-55.8% | $5,478-99.3% | $110-65.2% |