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 Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping and information managem... | $89,375 |
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 | $37,688 | $65,708-42.6% | $76,817-50.9% | $77,787-51.6% |
| Participation rate | 89.3% | 79.0%+10.3pp | 72.1%+17.2pp | 73.2%+16.1pp |
| Annual return | 23.72% | 49.86%-26.1pp | 1166.11%-1142.4pp | 32.57%-8.9pp |
| Employer contribution / active EE | $3,234 | $2,167+49.2% | $2,302+40.5% | $2,504+29.1% |
| Participant deferral / active EE | $3,305 | $3,254+1.6% | $3,336-0.9% | $3,967-16.7% |
| Admin fee / account holder | $35 | $91-61.4% | $6,420-99.5% | $100-65.0% |