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.5 years Service code 14 · EIN 27-2037969 | Plan Administrator | $16,392 |
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 | $89,902 | $50,199+79.1% | $70,092+28.3% | $66,914+34.4% |
| Participation rate | 97.3% | 66.3%+31.0pp | 70.5%+26.8pp | 69.8%+27.5pp |
| Annual return | -15.93% | -13.85%-2.1pp | 190.73%-206.7pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,689 | $1,864+97.9% | $2,559+44.2% | $2,544+45.0% |
| Participant deferral / active EE | $3,809 | $3,112+22.4% | $3,849-1.0% | $4,237-10.1% |
| Admin fee / account holder | $102 | $600-83.0% | $6,267-98.4% | $593-82.8% |