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 Filed as: NEWPORT TRUST COMPANY Service code 14 · EIN 27-2037969 | Plan Administrator | $14,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,886 | $69,763+47.5% | $67,502+52.4% | $74,495+38.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 17.65% | -40.34%+58.0pp | 3512.12%-3494.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $3,118 | $2,704+15.3% | $2,731+14.2% | $2,623+18.9% |
| Participant deferral / active EE | $6,084 | $3,636+67.3% | $4,000+52.1% | $4,346+40.0% |
| Admin fee / account holder | $102 | $896-88.6% | $3,998-97.4% | $1,942-94.7% |