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 | $5,083 |
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 | $45,181 | $52,953-14.7% | $172,739-73.8% | $65,185-30.7% |
| Participation rate | 78.6% | 66.2%+12.4pp | 82.6%-4.0pp | 70.2%+8.4pp |
| Annual return | 36.05% | 30.12%+5.9pp | 802.84%-766.8pp | 29.38%+6.7pp |
| Employer contribution / active EE | $4,112 | $2,190+87.8% | $5,143-20.1% | $2,177+88.9% |
| Participant deferral / active EE | $8,864 | $2,471+258.8% | $5,198+70.5% | $3,514+152.3% |
| Admin fee / account holder | $26 | $472-94.5% | $13,954-99.8% | $847-96.9% |