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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $4,069 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,213 | $69,763+3.5% | $67,502+7.0% | $74,495-3.1% |
| Participation rate | 94.8% | 71.4%+23.4pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 11.13% | -40.34%+51.5pp | 3512.12%-3501.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $5,557 | $2,704+105.5% | $2,731+103.5% | $2,623+111.9% |
| Participant deferral / active EE | $5,930 | $3,636+63.1% | $4,000+48.3% | $4,346+36.5% |
| Admin fee / account holder | $28 | $896-96.8% | $3,998-99.3% | $1,942-98.5% |