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.5 years Filed as: NEWPORT GROUP Service code 27 · EIN 59-3099288 | Advisory (Plan) | $58,138 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,151 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,568 | $82,917-18.5% | $103,333-34.6% | $77,643-13.0% |
| Participation rate | 94.4% | 71.6%+22.8pp | 74.5%+19.8pp | 70.6%+23.8pp |
| Annual return | 14.69% | 19.13%-4.4pp | 24.88%-10.2pp | 31.24%-16.5pp |
| Employer contribution / active EE | $966 | $3,552-72.8% | $3,868-75.0% | $2,726-64.6% |
| Participant deferral / active EE | $5,157 | $4,108+25.5% | $5,057+2.0% | $4,647+11.0% |
| Admin fee / account holder | $174 | $638-72.8% | $8,355-97.9% | $430-59.7% |