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 Filed as: NEWPORT GROUP, INC, Service code 15 · EIN 27-2037969 | Recordkeeping | $86,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,448 | $46,761-4.9% | $106,619-58.3% | $57,658-22.9% |
| Participation rate | 55.3% | 56.9%-1.6pp | 78.0%-22.7pp | 70.2%-14.9pp |
| Annual return | 6.48% | 15.77%-9.3pp | 9.42%-2.9pp | 5.13%+1.3pp |
| Employer contribution / active EE | $760 | $1,274-40.4% | $3,947-80.8% | $1,974-61.5% |
| Participant deferral / active EE | $1,196 | $1,954-38.8% | $3,930-69.6% | $3,061-60.9% |
| Admin fee / account holder | $89 | $97-8.2% | $6,418-98.6% | $95-6.1% |