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.1 year Filed as: NEWPORT RETIREMENT SERVICES INC Service code 12 · EIN 62-1868111 | Claims processing; Direct payment fro... | $87,750 |
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 | $40,049 | $72,066-44.4% | $81,930-51.1% | $90,288-55.6% |
| Participation rate | 90.2% | 78.9%+11.3pp | 72.0%+18.3pp | 73.4%+16.9pp |
| Annual return | 17.48% | 15.92%+1.6pp | 29.49%-12.0pp | 53.97%-36.5pp |
| Employer contribution / active EE | $3,346 | $2,335+43.3% | $4,310-22.4% | $2,524+32.6% |
| Participant deferral / active EE | $3,372 | $3,557-5.2% | $7,107-52.6% | $4,232-20.3% |
| Admin fee / account holder | $31 | $92-66.7% | $5,158-99.4% | $114-73.0% |