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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,455 | $142,424-19.6% | $100,534+13.8% | $74,304+54.0% |
| Participation rate | 98.6% | 79.6%+19.1pp | 80.6%+18.0pp | 60.3%+38.3pp |
| Annual return | 17.40% | 27.53%-10.1pp | 32.66%-15.3pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,237 | $5,555-59.7% | $4,346-48.5% | $2,241-0.2% |
| Participant deferral / active EE | $6,258 | $8,247-24.1% | $6,144+1.9% | $3,767+66.1% |
| Admin fee / account holder | $46 | $1,986-97.7% | $7,654-99.4% | $2,969-98.4% |