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.5 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $32,342 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $5,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,656 | $73,638-4.0% | $95,952-26.4% | $73,488-3.9% |
| Participation rate | 95.7% | 76.2%+19.6pp | 77.1%+18.6pp | 70.7%+25.0pp |
| Annual return | 16.15% | 16.78%-0.6pp | 91.61%-75.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,176 | $1,863-36.9% | $2,541-53.7% | $2,270-48.2% |
| Participant deferral / active EE | $3,832 | $3,617+6.0% | $4,167-8.0% | $3,740+2.5% |
| Admin fee / account holder | $221 | $482-54.2% | $6,795-96.7% | $513-56.9% |