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 |
|---|---|---|
Service code 27 · EIN 47-0768986 | Advisory (Plan) | $17,768 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,975 |
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 | $127,627 | $99,957+27.7% | $149,696-14.7% | $73,488+73.7% |
| Participation rate | 96.0% | 75.7%+20.3pp | 82.5%+13.6pp | 70.7%+25.4pp |
| Annual return | 15.89% | 53.87%-38.0pp | 276.60%-260.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,125 | $3,191-2.1% | $4,644-32.7% | $2,270+37.7% |
| Participant deferral / active EE | $7,247 | $6,073+19.3% | $6,842+5.9% | $3,740+93.8% |
| Admin fee / account holder | $254 | $551-53.9% | $9,309-97.3% | $513-50.6% |