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 Service code 14 · EIN 27-2037969 | Plan Administrator | $13,833 |
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 | $89,038 | $43,504+104.7% | $68,793+29.4% | $56,287+58.2% |
| Participation rate | 99.1% | 67.8%+31.2pp | 72.2%+26.9pp | 69.9%+29.2pp |
| Annual return | -4.43% | -3.15%-1.3pp | -4.63%+0.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,853 | $1,525+152.6% | $2,625+46.8% | $2,111+82.5% |
| Participant deferral / active EE | $3,399 | $2,509+35.5% | $3,311+2.6% | $3,350+1.5% |
| Admin fee / account holder | $123 | $515-76.1% | $5,131-97.6% | $521-76.4% |