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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,116 | $56,638-45.1% | $169,368-81.6% | $74,419-58.2% |
| Participation rate | 60.2% | 67.5%-7.3pp | 77.1%-16.9pp | 70.7%-10.5pp |
| Annual return | 25.51% | 24.75%+0.8pp | 405.60%-380.1pp | 34.38%-8.9pp |
| Employer contribution / active EE | $2,123 | $2,027+4.7% | $4,013-47.1% | $2,637-19.5% |
| Participant deferral / active EE | $4,534 | $4,223+7.4% | $6,221-27.1% | $4,528+0.1% |
| Admin fee / account holder | $75 | $307-75.7% | $9,003-99.2% | $348-78.6% |