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 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $267,991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,764 | $55,331+2.6% | $81,812-30.6% | $199,593-71.6% |
| Participation rate | 82.1% | 62.5%+19.5pp | 72.3%+9.7pp | 72.0%+10.1pp |
| Annual return | 13.92% | 19.59%-5.7pp | 773.79%-759.9pp | 34.25%-20.3pp |
| Employer contribution / active EE | $3,324 | $2,101+58.2% | $2,912+14.1% | $3,034+9.5% |
| Participant deferral / active EE | $4,121 | $3,283+25.5% | $4,319-4.6% | $5,087-19.0% |
| Admin fee / account holder | $101 | $346-70.7% | $7,386-98.6% | $269-62.3% |