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) | $29,976 |
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,444 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (individu... | $8,043 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,289 | $91,407+29.4% | $135,903-13.0% | $71,457+65.5% |
| Participation rate | 95.7% | 75.7%+20.1pp | 81.9%+13.8pp | 67.9%+27.8pp |
| Annual return | 23.55% | 29.90%-6.3pp | 68.23%-44.7pp | 28.85%-5.3pp |
| Employer contribution / active EE | $4,218 | $3,703+13.9% | $4,856-13.1% | $2,588+63.0% |
| Participant deferral / active EE | $8,008 | $7,092+12.9% | $7,758+3.2% | $4,289+86.7% |
| Admin fee / account holder | $260 | $1,266-79.5% | $10,762-97.6% | $1,587-83.6% |