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.2+ years Service code 60 · EIN 27-2037969 | Sub-TA Fees | $9,514 |
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 | $150,739 | $75,183+100.5% | $123,892+21.7% | $55,167+173.2% |
| Participation rate | 84.6% | 72.8%+11.7pp | 81.4%+3.1pp | 69.0%+15.6pp |
| Annual return | 10.91% | 19.01%-8.1pp | 47.52%-36.6pp | 169.23%-158.3pp |
| Employer contribution / active EE | $2,601 | $2,823-7.9% | $4,617-43.7% | $1,963+32.5% |
| Participant deferral / active EE | $6,815 | $5,084+34.0% | $5,984+13.9% | $3,054+123.1% |
| Admin fee / account holder | $66 | $663-90.1% | $8,357-99.2% | $504-87.0% |