See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $51,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,595 | $98,727-44.7% | $113,168-51.8% | $85,563-36.2% |
| Participation rate | 71.4% | 80.8%-9.4pp | 76.6%-5.2pp | 66.0%+5.4pp |
| Annual return | 17.24% | 17.43%-0.2pp | 24.27%-7.0pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,672 | $2,907-42.5% | $2,975-43.8% | $2,654-37.0% |
| Participant deferral / active EE | $3,211 | $5,424-40.8% | $5,107-37.1% | $4,375-26.6% |
| Admin fee / account holder | $129 | $357-63.8% | $12,068-98.9% | $834-84.5% |