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 15 · EIN 27-2037969 | Recordkeeping | $52,782 |
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 | $85,725 | $73,638+16.4% | $95,952-10.7% | $73,488+16.7% |
| Participation rate | 90.6% | 76.2%+14.4pp | 77.1%+13.5pp | 70.7%+19.9pp |
| Annual return | 14.27% | 16.78%-2.5pp | 91.61%-77.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $828 | $1,863-55.5% | $2,541-67.4% | $2,270-63.5% |
| Participant deferral / active EE | $5,400 | $3,617+49.3% | $4,167+29.6% | $3,740+44.4% |
| Admin fee / account holder | $232 | $482-52.0% | $6,795-96.6% | $513-54.9% |