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 RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Sub-tra... | $121,188 |
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 | $29,472 | $77,559-62.0% | $68,793-57.2% | $75,289-60.9% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.2%+15.3pp | 72.4%+15.1pp |
| Annual return | -2.82% | -1.01%-1.8pp | -4.63%+1.8pp | -0.04%-2.8pp |
| Employer contribution / active EE | $2,448 | $1,993+22.8% | $2,625-6.8% | $2,405+1.8% |
| Participant deferral / active EE | $3,096 | $3,128-1.0% | $3,311-6.5% | $3,739-17.2% |
| Admin fee / account holder | $50 | $90-44.7% | $5,131-99.0% | $102-51.2% |