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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,221 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING Service code 28 PO BOX 55848 · BOSTON, MA 02205 | Investment Management | $12,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,463 | $50,820+42.6% | $155,567-53.4% | $77,671-6.7% |
| Participation rate | 67.8% | 63.1%+4.6pp | 78.2%-10.4pp | 70.6%-2.8pp |
| Annual return | 16.34% | 34.85%-18.5pp | 64.74%-48.4pp | 31.21%-14.9pp |
| Employer contribution / active EE | $1,398 | $1,993-29.8% | $4,674-70.1% | $2,726-48.7% |
| Participant deferral / active EE | $4,956 | $2,823+75.6% | $5,628-11.9% | $4,648+6.6% |
| Admin fee / account holder | $162 | $436-62.8% | $15,916-99.0% | $430-62.3% |