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.6+ years Filed as: THE NEWPORT GROUP Service code 15 · EIN 62-1868111 | Recordkeeping | $20,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,383 | $82,093-28.9% | $379,746-84.6% | $73,409-20.5% |
| Participation rate | 75.8% | 76.8%-1.0pp | 78.4%-2.7pp | 72.2%+3.6pp |
| Annual return | 12.58% | 18.89%-6.3pp | 34.90%-22.3pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,769 | $2,847-37.8% | $3,540-50.0% | $2,234-20.8% |
| Participant deferral / active EE | $3,125 | $4,697-33.5% | $6,024-48.1% | $3,805-17.9% |
| Admin fee / account holder | $24 | $128-81.2% | $7,927-99.7% | $158-84.8% |