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.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $79,664 |
HAGAN NEWKIRK FINANCIAL SERVICES8+ years Service code 26 6325 RANCH DRIVE · LITTLE ROCK, AR 72223 | Advisory (Participants) | $50,769 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT TRUST COMPANY Service code 18 · EIN 27-4411131 | Custodial (other than securities); Tr... | $12,653 |
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 | $76,580 | $129,021-40.6% | $184,203-58.4% | $77,643-1.4% |
| Participation rate | 99.5% | 87.3%+12.1pp | 86.8%+12.7pp | 70.6%+28.9pp |
| Annual return | 11.32% | 33.27%-22.0pp | 28.81%-17.5pp | 31.24%-19.9pp |
| Employer contribution / active EE | $4,149 | $4,413-6.0% | $6,427-35.4% | $2,726+52.2% |
| Participant deferral / active EE | $6,124 | $7,297-16.1% | $9,131-32.9% | $4,647+31.8% |
| Admin fee / account holder | $203 | $254-19.9% | $13,901-98.5% | $430-52.8% |