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.4+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-2037969 | Trustee (directed); Trustee (bank, tr... | $5,859 |
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 | $47,697 | $73,404-35.0% | $87,100-45.2% | $67,579-29.4% |
| Participation rate | 89.9% | 80.9%+9.1pp | 76.9%+13.1pp | 71.3%+18.6pp |
| Annual return | 21.86% | 48.29%-26.4pp | 28.19%-6.3pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,485 | $2,014-26.3% | $2,521-41.1% | $2,148-30.9% |
| Participant deferral / active EE | $2,562 | $3,913-34.5% | $4,049-36.7% | $3,539-27.6% |
| Admin fee / account holder | $11 | $142-92.1% | $7,497-99.9% | $142-92.2% |