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.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $68,935 |
HAGAN NEWKIRK FINANCIAL SERVICES7+ years Service code 26 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Participants) | $43,133 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT TRUST COMPANY Service code 18 · EIN 27-4411131 | Trustee (discretionary); Custodial (o... | $10,344 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,964 | $100,227-31.2% | $169,993-59.4% | $74,419-7.3% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.0%+12.8pp | 70.7%+29.1pp |
| Annual return | 13.23% | 66.08%-52.8pp | 53.37%-40.1pp | 34.38%-21.1pp |
| Employer contribution / active EE | $4,193 | $4,263-1.6% | $6,785-38.2% | $2,637+59.0% |
| Participant deferral / active EE | $5,425 | $7,143-24.1% | $10,408-47.9% | $4,528+19.8% |
| Admin fee / account holder | $185 | $234-21.2% | $12,815-98.6% | $348-46.9% |