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 Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $200,749 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-4411131 | Securities Custodian | $24,743 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $155,394 | $88,122+76.3% | $141,162+10.1% | $67,579+129.9% |
| Participation rate | 81.3% | 76.5%+4.8pp | 82.5%-1.2pp | 71.3%+10.0pp |
| Annual return | 7.49% | 75.40%-67.9pp | 71.39%-63.9pp | 378.56%-371.1pp |
| Employer contribution / active EE | $3,147 | $3,224-2.4% | $4,735-33.5% | $2,148+46.5% |
| Participant deferral / active EE | $7,174 | $5,958+20.4% | $6,709+6.9% | $3,539+102.7% |
| Admin fee / account holder | $215 | $131+64.1% | $10,261-97.9% | $142+50.9% |