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.2+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $40,000 |
Service code 10 · EIN 20-3250784 | Accounting | $6,239 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $461,182 | $55,453+731.7% | $170,442+170.6% | $62,292+640.4% |
| Participation rate | 97.3% | 66.4%+30.9pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 18.78% | 21.38%-2.6pp | 205.93%-187.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $15,273 | $2,164+605.9% | $5,433+181.1% | $2,042+647.9% |
| Participant deferral / active EE | $11,843 | $2,303+414.3% | $4,939+139.8% | $3,169+273.7% |
| Admin fee / account holder | $37 | $455-91.9% | $13,880-99.7% | $479-92.3% |