See peer percentile detail with Solo.
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 3-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 12 · EIN 27-2037969 | Recordkeeping and information managem... | $20,357 |
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 | $51,967 | $44,897+15.7% | $84,966-38.8% | $199,593-74.0% |
| Participation rate | 53.4% | 45.7%+7.7pp | 67.5%-14.1pp | 72.0%-18.6pp |
| Annual return | 31.55% | 20.96%+10.6pp | 66.38%-34.8pp | 34.25%-2.7pp |
| Employer contribution / active EE | $2,244 | $1,365+64.4% | $2,727-17.7% | $3,034-26.0% |
| Participant deferral / active EE | $4,820 | $2,668+80.7% | $4,519+6.7% | $5,087-5.2% |
| Admin fee / account holder | $20 | $584-96.7% | $6,149-99.7% | $269-92.7% |