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 Service code 15 · EIN 27-2037969 | Recordkeeping | $67,925 |
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 | $78,876 | $65,592+20.3% | $90,160-12.5% | $69,631+13.3% |
| Participation rate | 78.3% | 77.6%+0.6pp | 76.9%+1.4pp | 70.7%+7.6pp |
| Annual return | 16.51% | 57.10%-40.6pp | 34.88%-18.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $613 | $2,193-72.0% | $3,318-81.5% | $2,032-69.8% |
| Participant deferral / active EE | $4,037 | $5,257-23.2% | $5,288-23.6% | $3,224+25.2% |
| Admin fee / account holder | $142 | $86+65.9% | $5,943-97.6% | $110+28.7% |