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.4+ years Filed as: THE NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $21,939 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,801 | $64,286-35.0% | $106,387-60.7% | $55,725-25.0% |
| Participation rate | 75.9% | 75.2%+0.7pp | 77.5%-1.6pp | 70.9%+5.0pp |
| Annual return | -7.60% | 0.84%-8.4pp | 0.25%-7.8pp | 244.93%-252.5pp |
| Employer contribution / active EE | $1,575 | $2,367-33.5% | $3,520-55.3% | $2,078-24.2% |
| Participant deferral / active EE | $2,524 | $4,158-39.3% | $5,421-53.4% | $3,356-24.8% |
| Admin fee / account holder | $29 | $102-71.7% | $7,510-99.6% | $115-74.9% |