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.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,890 | $65,561+121.0% | $91,541+58.3% | $74,304+95.0% |
| Participation rate | 96.6% | 56.6%+40.0pp | 69.8%+26.8pp | 60.3%+36.2pp |
| Annual return | 16.25% | 17.68%-1.4pp | 20.50%-4.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $3,900 | $1,717+127.1% | $2,505+55.7% | $2,241+74.0% |
| Participant deferral / active EE | $4,215 | $2,918+44.4% | $4,008+5.2% | $3,767+11.9% |
| Admin fee / account holder | $131 | $3,333-96.1% | $6,956-98.1% | $2,969-95.6% |