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.7+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $54,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,463 | $42,901-15.0% | $91,220-60.0% | $64,808-43.7% |
| Participation rate | 90.6% | 68.1%+22.4pp | 73.2%+17.4pp | 71.5%+19.1pp |
| Annual return | -17.76% | -13.53%-4.2pp | 114.01%-131.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $862 | $1,571-45.1% | $2,850-69.8% | $2,506-65.6% |
| Participant deferral / active EE | $3,606 | $3,501+3.0% | $4,234-14.8% | $4,310-16.3% |
| Admin fee / account holder | $142 | $131+8.5% | $5,420-97.4% | $188-24.2% |