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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $74,342 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,776 | $66,601+9.3% | $92,893-21.7% | $67,579+7.7% |
| Participation rate | 97.6% | 72.5%+25.1pp | 76.0%+21.6pp | 71.3%+26.3pp |
| Annual return | 5.60% | 92.58%-87.0pp | 109.41%-103.8pp | 378.56%-373.0pp |
| Employer contribution / active EE | $1,335 | $2,775-51.9% | $3,653-63.5% | $2,148-37.9% |
| Participant deferral / active EE | $4,832 | $3,157+53.1% | $4,236+14.1% | $3,539+36.5% |
| Admin fee / account holder | $164 | $199-17.3% | $5,794-97.2% | $142+15.6% |