Filed July 19, 2019
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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,393 | $91,762+44.3% | $67,502+96.1% | $77,643+70.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 13.32% | 14.87%-1.5pp | 3512.12%-3498.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $8,898 | $3,181+179.7% | $2,731+225.8% | $2,726+226.4% |
| Participant deferral / active EE | $6,626 | $3,903+69.7% | $4,000+65.7% | $4,647+42.6% |
| Admin fee / account holder | $124 | $176-29.8% | $3,998-96.9% | $430-71.3% |