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.7 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $250,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,063 | $43,113-4.8% | $82,719-50.4% | $77,904-47.3% |
| Participation rate | 79.1% | 63.8%+15.3pp | 72.6%+6.6pp | 73.7%+5.5pp |
| Annual return | -11.49% | 2.60%-14.1pp | 701.18%-712.7pp | 12.21%-23.7pp |
| Employer contribution / active EE | $2,618 | $1,924+36.0% | $3,009-13.0% | $2,848-8.1% |
| Participant deferral / active EE | $3,212 | $3,057+5.1% | $4,395-26.9% | $4,806-33.2% |
| Admin fee / account holder | $100 | $102-2.6% | $5,329-98.1% | $133-24.9% |