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+ years Filed as: NEWPORT TRUST COMPANY Service code 64 · EIN 27-4411131 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,752 | $26,805+37.1% | $59,496-38.2% | $52,331-29.8% |
| Participation rate | 73.0% | 39.3%+33.7pp | 54.6%+18.5pp | 68.1%+4.9pp |
| Annual return | 0.05% | 2.61%-2.6pp | 182.05%-182.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,676 | $450+272.5% | $1,153+45.4% | $1,882-10.9% |
| Participant deferral / active EE | $2,627 | $916+186.7% | $1,829+43.6% | $3,022-13.1% |
| Admin fee / account holder | $224 | $305-26.4% | $2,232-89.9% | $592-62.1% |