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.3 years Service code 14 · EIN 27-2037969 | Plan Administrator | $8,987 |
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 | $103,416 | $54,590+89.4% | $81,930+26.2% | $73,488+40.7% |
| Participation rate | 97.7% | 68.3%+29.4pp | 72.0%+25.7pp | 70.7%+27.0pp |
| Annual return | 19.17% | 17.74%+1.4pp | 29.49%-10.3pp | 28.51%-9.3pp |
| Employer contribution / active EE | $3,542 | $1,636+116.5% | $4,310-17.8% | $2,270+56.0% |
| Participant deferral / active EE | $3,483 | $2,759+26.2% | $7,107-51.0% | $3,740-6.9% |
| Admin fee / account holder | $63 | $592-89.3% | $5,158-98.8% | $513-87.7% |