Filed September 15, 2026 (most recent of 2 filings on file)
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.4 years Filed as: NEWPORT GROUP Service code 27 · EIN 59-3099288 | Advisory (Plan) | $55,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,191 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,314 | $92,971-40.5% | $96,683-42.8% | $74,419-25.7% |
| Participation rate | 97.1% | 71.5%+25.6pp | 74.3%+22.8pp | 70.7%+26.4pp |
| Annual return | 18.50% | 37.49%-19.0pp | 35.69%-17.2pp | 34.38%-15.9pp |
| Employer contribution / active EE | $977 | $3,426-71.5% | $3,737-73.9% | $2,637-63.0% |
| Participant deferral / active EE | $4,588 | $3,970+15.6% | $4,878-5.9% | $4,528+1.3% |
| Admin fee / account holder | $155 | $633-75.5% | $6,730-97.7% | $348-55.5% |