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 5-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 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $30,600 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $5,178 |
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 | $115,890 | $74,089+56.4% | $133,980-13.5% | $55,167+110.1% |
| Participation rate | 84.5% | 84.3%+0.2pp | 87.1%-2.6pp | 69.0%+15.5pp |
| Annual return | 9.39% | 12.11%-2.7pp | 29.30%-19.9pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,502 | $3,064-51.0% | $5,211-71.2% | $1,963-23.5% |
| Participant deferral / active EE | $3,973 | $4,678-15.1% | $6,282-36.8% | $3,054+30.1% |
| Admin fee / account holder | $153 | $458-66.7% | $9,324-98.4% | $504-69.7% |