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 7-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 Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $11,903 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,761 | $81,908-80.8% | $90,749-82.6% | $64,808-75.7% |
| Participation rate | 78.7% | 80.5%-1.8pp | 75.7%+3.0pp | 71.5%+7.2pp |
| Annual return | -16.96% | -12.53%-4.4pp | -12.16%-4.8pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,008 | $3,065-34.5% | $2,921-31.2% | $2,506-19.9% |
| Participant deferral / active EE | $2,616 | $4,840-46.0% | $4,564-42.7% | $4,310-39.3% |
| Admin fee / account holder | $46 | $157-70.6% | $8,445-99.5% | $188-75.4% |