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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,633 |
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 | $51,332 | $58,879-12.8% | $178,490-71.2% | $73,488-30.1% |
| Participation rate | 78.4% | 66.2%+12.2pp | 81.9%-3.5pp | 70.7%+7.7pp |
| Annual return | 23.65% | 24.86%-1.2pp | 151.07%-127.4pp | 28.51%-4.9pp |
| Employer contribution / active EE | $4,479 | $2,236+100.3% | $5,011-10.6% | $2,270+97.3% |
| Participant deferral / active EE | $9,907 | $2,567+285.9% | $5,202+90.5% | $3,740+164.9% |
| Admin fee / account holder | $23 | $400-94.3% | $13,984-99.8% | $513-95.6% |