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 | $9,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,023 | $101,499+83.3% | $147,005+26.5% | $74,546+149.5% |
| Participation rate | 89.2% | 75.5%+13.6pp | 82.2%+7.0pp | 67.2%+22.0pp |
| Annual return | 16.33% | 8732.34%-8716.0pp | 418.76%-402.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $1,940 | $3,811-49.1% | $4,934-60.7% | $2,624-26.1% |
| Participant deferral / active EE | $9,225 | $7,304+26.3% | $8,070+14.3% | $4,347+112.2% |
| Admin fee / account holder | $39 | $1,748-97.8% | $13,006-99.7% | $1,944-98.0% |