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 Filed as: NEWPORT CONSULTING GROUP Service code 27 · EIN 20-4649925 | Advisory (Plan) | $26,223 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP TRUST COMPANY Service code 15 · EIN 27-2032969 | Recordkeeping | $16,594 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,210 | $58,726+16.1% | $92,233-26.0% | $62,292+9.5% |
| Participation rate | 70.7% | 68.3%+2.3pp | 76.5%-5.8pp | 69.5%+1.2pp |
| Annual return | 10.27% | 43.62%-33.3pp | 176.28%-166.0pp | 28.90%-18.6pp |
| Employer contribution / active EE | $2,674 | $2,392+11.8% | $3,679-27.3% | $2,042+30.9% |
| Participant deferral / active EE | $3,538 | $2,766+27.9% | $3,897-9.2% | $3,169+11.6% |
| Admin fee / account holder | $396 | $556-28.8% | $5,194-92.4% | $479-17.3% |