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 15 · EIN 27-2037969 | Recordkeeping | $4,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,693 | $67,984+36.3% | $65,493+41.5% | $74,304+24.7% |
| Participation rate | 91.1% | 66.3%+24.8pp | 73.1%+18.0pp | 60.3%+30.8pp |
| Annual return | 20.19% | 19.87%+0.3pp | 982.45%-962.3pp | 29.43%-9.2pp |
| Employer contribution / active EE | $5,974 | $2,491+139.8% | $2,574+132.1% | $2,241+166.6% |
| Participant deferral / active EE | $7,000 | $3,346+109.2% | $3,961+76.7% | $3,767+85.8% |
| Admin fee / account holder | $36 | $1,373-97.4% | $5,028-99.3% | $2,969-98.8% |