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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,992 | $49,915+6.2% | $154,803-65.8% | $74,304-28.7% |
| Participation rate | 53.8% | 54.0%-0.2pp | 78.1%-24.3pp | 60.3%-6.6pp |
| Annual return | 18.39% | 34.06%-15.7pp | 58.88%-40.5pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,198 | $1,611-25.7% | $4,305-72.2% | $2,241-46.5% |
| Participant deferral / active EE | $2,643 | $2,255+17.2% | $5,540-52.3% | $3,767-29.8% |
| Admin fee / account holder | $117 | $2,189-94.6% | $14,329-99.2% | $2,969-96.1% |