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 Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $52,275 |
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 | $103,496 | $81,537+26.9% | $149,718-30.9% | $69,631+48.6% |
| Participation rate | 99.9% | 86.1%+13.7pp | 87.1%+12.8pp | 70.7%+29.2pp |
| Annual return | 21.98% | 22.79%-0.8pp | 1501.63%-1479.6pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $3,752 | $3,239+15.9% | $5,445-31.1% | $2,032+84.7% |
| Participant deferral / active EE | $3,967 | $4,994-20.6% | $6,569-39.6% | $3,224+23.1% |
| Admin fee / account holder | $38 | $107-64.9% | $11,283-99.7% | $110-66.0% |