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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,024 | $50,815+144.1% | $155,509-20.2% | $77,643+59.7% |
| Participation rate | 97.7% | 63.1%+34.6pp | 78.2%+19.5pp | 70.6%+27.1pp |
| Annual return | 14.37% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $5,357 | $1,993+168.9% | $4,672+14.7% | $2,726+96.5% |
| Participant deferral / active EE | $4,425 | $2,822+56.8% | $5,626-21.3% | $4,647-4.8% |
| Admin fee / account holder | $68 | $437-84.5% | $15,912-99.6% | $430-84.3% |