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: NEWPORT CAPITAL Service code 27 · EIN 86-1109193 | Advisory (Plan) | $249,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$284,627 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,347 | $82,546+16.7% | $140,016-31.2% | $75,289+28.0% |
| Participation rate | 97.2% | 88.4%+8.9pp | 87.5%+9.7pp | 72.4%+24.8pp |
| Annual return | -4.24% | -0.36%-3.9pp | 651.12%-655.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $4,141 | $3,856+7.4% | $5,606-26.1% | $2,405+72.2% |
| Participant deferral / active EE | $7,413 | $5,731+29.3% | $6,927+7.0% | $3,739+98.3% |
| Admin fee / account holder | $72 | $86-16.5% | $10,705-99.3% | $102-30.0% |