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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $31,201 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $62 |
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 | $42,702 | $46,732-8.6% | $156,549-72.7% | $55,167-22.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.08% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $5,261 | $2,105+149.9% | $5,501-4.4% | $1,963+168.0% |
| Participant deferral / active EE | $3,549 | $2,204+61.0% | $4,871-27.1% | $3,054+16.2% |
| Admin fee / account holder | $184 | $418-55.9% | $13,027-98.6% | $504-63.4% |