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+ years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $48,697 |
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 | $69,292 | $71,802-3.5% | $133,980-48.3% | $57,658+20.2% |
| Participation rate | 99.7% | 85.5%+14.3pp | 87.1%+12.7pp | 70.2%+29.5pp |
| Annual return | 5.67% | 13.51%-7.8pp | 29.30%-23.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $3,297 | $3,161+4.3% | $5,211-36.7% | $1,974+67.0% |
| Participant deferral / active EE | $3,942 | $4,606-14.4% | $6,282-37.2% | $3,061+28.8% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |