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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $95,292 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,365 | $98,727-9.5% | $113,168-21.0% | $85,563+4.4% |
| Participation rate | 96.9% | 80.8%+16.1pp | 76.6%+20.3pp | 66.0%+30.9pp |
| Annual return | 15.91% | 17.43%-1.5pp | 24.27%-8.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $4,079 | $2,907+40.3% | $2,975+37.1% | $2,654+53.7% |
| Participant deferral / active EE | $8,007 | $5,424+47.6% | $5,107+56.8% | $4,375+83.0% |
| Admin fee / account holder | $102 | $357-71.5% | $12,068-99.2% | $834-87.8% |