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 Filed as: THE NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $13,596 |
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 | $34,616 | $65,820-47.4% | $108,745-68.2% | $57,658-40.0% |
| Participation rate | 70.1% | 72.7%-2.6pp | 77.7%-7.5pp | 70.2%-0.1pp |
| Annual return | 11.97% | 21.32%-9.4pp | 46.22%-34.3pp | 5.13%+6.8pp |
| Employer contribution / active EE | $1,380 | $2,285-39.6% | $3,323-58.5% | $1,974-30.1% |
| Participant deferral / active EE | $2,170 | $3,578-39.3% | $5,121-57.6% | $3,061-29.1% |
| Admin fee / account holder | $17 | $91-81.4% | $6,144-99.7% | $95-82.1% |