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 | $29,617 |
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 | $69,430 | $36,767+88.8% | $81,478-14.8% | $62,292+11.5% |
| Participation rate | 76.7% | 54.4%+22.2pp | 68.0%+8.7pp | 69.5%+7.2pp |
| Annual return | 20.79% | 173.80%-153.0pp | 38.78%-18.0pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,178 | $1,128+4.4% | $2,568-54.1% | $2,042-42.3% |
| Participant deferral / active EE | $2,734 | $2,111+29.6% | $3,537-22.7% | $3,169-13.7% |
| Admin fee / account holder | $136 | $797-83.0% | $4,561-97.0% | $479-71.7% |