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.5+ years Filed as: NEWPORT CAPITAL Service code 27 · EIN 86-1109193 | Advisory (Plan) | $168,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$235,253 |
Form 5500 reported that benefits due were not provided when due.
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 | $125,245 | $95,776+30.8% | $162,163-22.8% | $77,787+61.0% |
| Participation rate | 98.1% | 88.6%+9.4pp | 87.6%+10.5pp | 73.2%+24.8pp |
| Annual return | 23.73% | 37.03%-13.3pp | 115.59%-91.9pp | 32.57%-8.8pp |
| Employer contribution / active EE | $4,499 | $3,874+16.1% | $5,614-19.9% | $2,504+79.6% |
| Participant deferral / active EE | $8,150 | $6,125+33.1% | $7,298+11.7% | $3,967+105.4% |
| Admin fee / account holder | $52 | $88-40.5% | $10,843-99.5% | $100-47.9% |