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.1+ years Filed as: THE NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $13,146 |
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 | $31,876 | $57,435-44.5% | $105,218-69.7% | $55,191-42.2% |
| Participation rate | 71.3% | 71.3%0pp | 77.2%-5.9pp | 69.2%+2.2pp |
| Annual return | 0.87% | 2.97%-2.1pp | 5.33%-4.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,325 | $1,920-31.0% | $3,255-59.3% | $1,899-30.2% |
| Participant deferral / active EE | $2,106 | $3,495-39.8% | $4,867-56.7% | $3,046-30.9% |
| Admin fee / account holder | $18 | $70-74.8% | $6,992-99.7% | $91-80.5% |