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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $58,457 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $590,190 | $49,915+1082.4% | $154,803+281.3% | $74,304+694.3% |
| Participation rate | 95.5% | 54.0%+41.5pp | 78.1%+17.4pp | 60.3%+35.1pp |
| Annual return | 15.89% | 34.06%-18.2pp | 58.88%-43.0pp | 29.43%-13.5pp |
| Employer contribution / active EE | $10,160 | $1,611+530.6% | $4,305+136.0% | $2,241+353.3% |
| Participant deferral / active EE | $17,717 | $2,255+685.8% | $5,540+219.8% | $3,767+370.3% |
| Admin fee / account holder | $259 | $2,189-88.2% | $14,329-98.2% | $2,969-91.3% |