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 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $1,625 |
NEWPORT GROUP, INC.1 year Service code 15 | Recordkeeping | $1,523 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,601 | $51,466-85.2% | $78,778-90.4% | $62,292-87.8% |
| Participation rate | 80.8% | 59.8%+21.0pp | 69.2%+11.6pp | 69.5%+11.3pp |
| Annual return | 44.76% | 19.96%+24.8pp | 35.62%+9.1pp | 28.90%+15.9pp |
| Employer contribution / active EE | $652 | $827-21.2% | $1,986-67.2% | $2,042-68.1% |
| Participant deferral / active EE | $1,794 | $2,147-16.4% | $2,958-39.3% | $3,169-43.4% |
| Admin fee / account holder | $10 | $489-98.0% | $5,134-99.8% | $479-97.9% |