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 8-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 15 · EIN 27-2037969 | Recordkeeping | $86,095 |
HAGAN NEWKIRK FINANCIAL SERVICES5+ years Service code 26 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Participants) | $43,262 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT TRUST COMPANY Service code 18 · EIN 27-4411131 | Trustee (discretionary); Custodial (o... | $9,026 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,543 | $111,491-36.7% | $189,513-62.8% | $86,799-18.7% |
| Participation rate | 97.7% | 87.3%+10.3pp | 87.8%+9.9pp | 72.3%+25.4pp |
| Annual return | 18.58% | 83.50%-64.9pp | 555.15%-536.6pp | 97.91%-79.3pp |
| Employer contribution / active EE | $3,385 | $3,951-14.3% | $6,162-45.1% | $2,405+40.7% |
| Participant deferral / active EE | $4,620 | $6,437-28.2% | $8,221-43.8% | $4,131+11.8% |
| Admin fee / account holder | $250 | $189+32.4% | $12,045-97.9% | $170+47.3% |