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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,727 |
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 | $39,491 | $28,109+40.5% | $71,086-44.4% | $56,287-29.8% |
| Participation rate | 77.4% | 40.4%+37.0pp | 54.7%+22.8pp | 69.9%+7.6pp |
| Annual return | -6.04% | -615.05%+609.0pp | 650.59%-656.6pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,557 | $558+179.3% | $1,088+43.2% | $2,111-26.2% |
| Participant deferral / active EE | $2,528 | $1,116+126.6% | $1,874+34.9% | $3,350-24.5% |
| Admin fee / account holder | $275 | $585-52.9% | $3,082-91.1% | $521-47.2% |