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.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $74,284 |
HAGAN NEWKIRK FINANCIAL SERVICES6+ years Service code 26 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Participants) | $47,233 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT TRUST COMPANY Service code 18 · EIN 27-4411131 | Custodial (other than securities); Tr... | $9,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,122 | $86,897-28.5% | $151,611-59.0% | $64,808-4.1% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.5%+10.9pp | 71.5%+26.9pp |
| Annual return | -4.11% | -3.57%-0.5pp | 3.33%-7.4pp | 32.82%-36.9pp |
| Employer contribution / active EE | $3,580 | $4,010-10.7% | $6,166-41.9% | $2,506+42.9% |
| Participant deferral / active EE | $4,990 | $6,690-25.4% | $8,363-40.3% | $4,310+15.8% |
| Admin fee / account holder | $211 | $153+37.9% | $11,616-98.2% | $188+12.3% |