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 6-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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $38,456 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,724 | $54,573-54.7% | $90,951-72.8% | $73,488-66.4% |
| Participation rate | 98.2% | 61.2%+37.0pp | 69.0%+29.2pp | 70.7%+27.5pp |
| Annual return | 14.27% | 16.69%-2.4pp | 134.60%-120.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,701 | $991+71.6% | $2,122-19.8% | $2,270-25.1% |
| Participant deferral / active EE | $3,491 | $2,517+38.7% | $3,373+3.5% | $3,740-6.6% |
| Admin fee / account holder | $198 | $521-62.0% | $5,959-96.7% | $513-61.4% |