See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $11,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,427 | $129,021-32.2% | $184,203-52.5% | $77,643+12.6% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.8%+6.9pp | 70.6%+23.2pp |
| Annual return | 16.37% | 33.27%-16.9pp | 28.81%-12.4pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,809 | $4,413-36.4% | $6,427-56.3% | $2,726+3.0% |
| Participant deferral / active EE | $5,824 | $7,297-20.2% | $9,131-36.2% | $4,647+25.3% |
| Admin fee / account holder | $18 | $254-92.9% | $13,901-99.9% | $430-95.8% |