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.3 years Filed as: NEWPORT COMPANY INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $38,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,919 | $50,815+368.2% | $155,509+53.0% | $77,643+206.4% |
| Participation rate | 93.9% | 63.1%+30.8pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 11.54% | 34.80%-23.3pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $10,753 | $1,993+439.6% | $4,672+130.1% | $2,726+294.5% |
| Participant deferral / active EE | $7,729 | $2,822+173.9% | $5,626+37.4% | $4,647+66.3% |
| Admin fee / account holder | $105 | $437-76.1% | $15,912-99.3% | $430-75.7% |