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.2 years Service code 51 · EIN 27-2037969 | Investment Mgmt Fees | $6,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,375 | $88,087+32.1% | $164,866-29.4% | $74,546+56.1% |
| Participation rate | 92.9% | 73.1%+19.9pp | 78.6%+14.3pp | 67.2%+25.7pp |
| Annual return | 12.50% | 17.27%-4.8pp | 69.97%-57.5pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $5,213 | $2,595+100.9% | $4,343+20.0% | $2,624+98.6% |
| Participant deferral / active EE | $4,838 | $4,499+7.5% | $6,033-19.8% | $4,347+11.3% |
| Admin fee / account holder | $4 | $2,232-99.8% | $12,689-100.0% | $1,944-99.8% |