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 Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $49,409 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $7,518 |
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 | $79,758 | $25,723+210.1% | $69,182+15.3% | $55,167+44.6% |
| Participation rate | 91.6% | 39.4%+52.2pp | 55.1%+36.5pp | 69.0%+22.6pp |
| Annual return | 5.86% | 9.56%-3.7pp | -21.93%+27.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $3,626 | $480+654.7% | $1,206+200.6% | $1,963+84.8% |
| Participant deferral / active EE | $4,521 | $963+369.3% | $1,897+138.3% | $3,054+48.0% |
| Admin fee / account holder | $204 | $365-44.0% | $2,697-92.4% | $504-59.5% |