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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,718 |
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 | $52,515 | $71,802-26.9% | $133,980-60.8% | $57,658-8.9% |
| Participation rate | 85.5% | 85.5%+0.1pp | 87.1%-1.5pp | 70.2%+15.3pp |
| Annual return | 11.91% | 13.51%-1.6pp | 29.30%-17.4pp | 5.13%+6.8pp |
| Employer contribution / active EE | $1,792 | $3,161-43.3% | $5,211-65.6% | $1,974-9.2% |
| Participant deferral / active EE | $3,416 | $4,606-25.8% | $6,282-45.6% | $3,061+11.6% |
| Admin fee / account holder | $10 | $88-88.6% | $9,324-99.9% | $95-89.4% |