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 Service code 15 · EIN 27-2037969 | Recordkeeping | $6,515 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,562 | $70,667+29.6% | $123,104-25.6% | $52,331+75.0% |
| Participation rate | 88.6% | 83.7%+4.9pp | 86.8%+1.8pp | 68.1%+20.5pp |
| Annual return | -4.13% | 6.23%-10.4pp | 13.22%-17.3pp | 4.54%-8.7pp |
| Employer contribution / active EE | $2,897 | $2,946-1.7% | $5,151-43.8% | $1,882+53.9% |
| Participant deferral / active EE | $7,581 | $4,493+68.7% | $6,230+21.7% | $3,022+150.9% |
| Admin fee / account holder | $40 | $506-92.1% | $9,015-99.6% | $592-93.2% |